Jessica Mathews
Associate EditorJessica Mathews is an associate editor for Financial Planning. Follow her on Twitter at @jessicakmathews.
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The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.January 29 -
CI Financial has inked 14 deals for RIAs in less than a year — taking the lead in a hot M&A market.January 28
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Among the new hires is Scott Collins, former head of brokerage independence and institutional sales consulting. He is one of many ex-TD Ameritrade alums seeking new employment after Charles Schwab acquisition’s of the firm.January 26
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The CEO of three-generation family firm says they wanted to remove conflicts of interest and offer banking and trust services to clients.January 22
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BNY Mellon’s custodian is growing, even as it loses some major clients amid industry consolidation.January 21
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Kathy Murphy played a key role in scaling the company’s retail advice channel.January 21
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The ex-Morgan Stanley and Merrill Lynch advisors join the wealth manager, which has been aggressively recruiting in recent months.January 19
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Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.January 14
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The firm credited keeping its offices open during COVID-19 as a major selling point as FAs industrywide kept making moves and repapering their clients.January 7
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The bank allegedly made “hundreds of millions of dollars” by investing client assets in underperforming proprietary and affiliated funds without disclosing conflicts to clients.December 30
