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Merrill Lynch, Ameriprise Financial and Hightower Advisors are on the list for the 2021 Digital Wealth Management Impact Innovation Awards.
June 9 -
The acquisition will add $124 billion of European AUM and give Ameriprise access to the Canadian bank’s ESG strategies. It will also initiate a distribution relationship with the Bank of Montreal’s North American wealth management business.
April 12 -
The rare move to set aside the regulator’s ruling came more than a decade after the rep ran into trouble by adding notes about his client into a software program.
March 11 -
With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.
February 26 -
The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.
January 29 -
Policy changes could deprive some politicians of significant campaign funds.
January 12 -
The unit could fetch more than $3 billion, according to people familiar with the matter.
December 15 -
Even with those challenges, rep productivity and client cash balances expanded in the third quarter.
October 30 -
Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.
September 16 -
The father-son practice with two other advisors switched their affiliations after its founder had spent 18 years with New York Life.
August 18