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Financial AdvisorUrban Wealth ManagementJuly 7
Chief Investment OfficerMomentum AdvisorsJune 29
Mass exodus from the market has forced managers to dump securities to raise cash, sending prices tumbling the most in at least four decades.6h ago
Affluent investors are concerned about transparency, performance and value, according to a new report by Capgemini.6h ago
Its rivals have been building out their own insurance arms in recent years and have brought on executives who can help them attract more business.7h ago
The firm announced plans in March to acquire $200 million of its stock and has been in the market on average once every three trading days since.8h ago
The Labor Department’s short comment period is one reason to get up to speed, fast.July 8
The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.July 7
Data, Research & Multimedia
The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.
Those who don’t pay them back could lose up to 45% of their potential savings.
Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.
For the first time, the ranks of the top 25 firms according to their annual business include single entries for IBD networks.
The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.
Billion-dollar teams are voting with their feet. Here’s where they are going.
400 advisors, $26B in client assets: Massive breakaway RIAs show competitive recruiting fight in indie channel
LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.
Here's how the largest groups have fared during unprecedented market activity.
The funds had posted gains over the past decade, but have suffered losses amid this year's coronavirus-driven volatility.