The firm is still determining which other pieces of technology it will retain after acquiring its rival.
August 5
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Founder and CEOInterchange Capital PartnersAugust 4 -
Retirement ConsultantCommonwealth Financial NetworkJuly 29
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Director of Advanced PlanningPrudential FinancialJuly 27
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CFA and director of investment servicesSEIJuly 24
The Latest
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The funds have recorded $248 billion in net inflows in 2020, up about 5% from this time last year.August 5
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“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.August 4
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The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.August 4
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The St. Louis-based firm claims its rival “instructs incoming recruits to compile client information from their former firm” as a matter of course.August 4
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He's the second executive to depart the custodian in the past two weeks.August 4
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As anxious as they may be to take advantage of the opportunity, there are pitfalls and hidden costs, advisors warn.August 4
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.July 1
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.June 1
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.April 30
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.March 31
Data, Research & Multimedia
The 20 top-performers have generated gains well over 50% in the first seven months of the year.
August 3
The independent broker-dealers big enough to serve the most financial advisors enjoy advantages but face distinct challenges.
July 31
Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.
July 27
The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.
July 24
“No one could have envisioned what this virus was going to do to the commercial real estate space,” an expert says.
July 22
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis.
The COVID-19 pandemic has infected the service’s annual list of top tax scams.
July 20
The list shows how firms of all sizes face a pivotal balancing act in seeking to recruit and retain advisors.
July 20
Your contact center is the frontline of customer experience. Your contact center can also be a customer’s “final straw” with your company.
At home or under a socially distanced beach umbrella, these diverse titles will help while away this singular season.
July 16
