Jessica Mathews is an associate editor for Financial Planning. Follow her on Twitter at @jessicakmathews.
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The company has benefited from a market surge, new investors and an uptick in broker breakaways.
May 5 -
The deal will nearly double Congress Wealth Management’s client assets.
May 4 -
The self-clearing custodian has unified its broker-dealer and RIA segments under one division at the company.
May 3 -
The company upped its recruiting package last year, a change that has been “very well received by prospective advisors,” according to the CEO.
April 29 -
The pandemic has ushered in an ultra-remote environment, complete with more video calls, more e-signing and, inevitably, more stress.
April 20 -
Despite losing more than 295 net advisors in the first three months of the year, the wirehouse had one of its best quarters in history in terms of revenue.
April 15 -
A net 236 brokers left the wirehouse in the three months ending in March, the company said in its latest quarterly report.
April 14 -
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 company has experienced “dramatic increases” in new customers, call and trading volumes.
April 7 -
More than half of the broker-dealer’s clients say they’re interested in increasing the share of socially-responsible investments in their current portfolio.
April 7