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Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.
April 30 -
Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.
April 30 -
Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.
April 30 -
Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.
April 29 -
Wireshouses continue to put the squeeze on advisors at the lower end of the revenue-generation scale.
April 29 -
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
April 26 -
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
April 24 -
The prohibition would be on most contract provisions meant to keep emplolyees from taking jobs with competitors.
April 23 -
Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.
April 22 -
The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.
April 22