Yueqi Yang
Yueqi Yang is a reporter for Financial Planning and On Wall Street.
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Nearly 17 million investors will use the technology by 2021, a rise of 1.8 million compared to last year, Aite says.
September 20 -
RBC has been on a recruiting tear, adding more advisors in the first half of 2017 than all of 2016.
September 18 -
Thomas Fickinger managed over 1,350 advisors generating $1.5 billion in revenue in 2016.
September 18 -
Give life advice and charge accordingly, says United Capital's Joe Duran.
September 13 -
The hurricane poses staffing and data challenges on firms with large facilities in its path.
September 7 -
The regional firm has been a recruiting tear, picking up a number of ex-wirehouse teams.
September 5
