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"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”
October 21
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Meanwhile, the wirheouse’s advisor headcount ticks down and recruitment loans drop, again.
October 21
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From pervasive discrimination at work to the dangers of #BankingWhileBlack, Black people in America face serious hurdles when engaging with the financial services. Join us for a panel discussion featuring guests from the upcoming Access Denied: Systemic Racism in Financial Services podcast.
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More than 130 fund management and financial advisory firms have written letters opposing the plan. And the complaints keep coming.
October 21
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Despite tangible evidence dispelling that it's hard to find Black talent, the financial services have yet to crack the code when it comes to building a representational workforce. But is it a sufficient solution on its own?
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CEO John Ettelson's comments differ from those of executives at some major banks.
October 20
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In order to avoid treating DEI as a fad, #DoingTheWork in wealth management ought to start with these critical steps, financial advisor Lazetta Braxton writes.
October 20
2050 Wealth Partners -
The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.
October 20
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BNY Mellon’s CEO also sees a distribution opportunity for the company’s proprietary funds.
October 20
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Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.
October 20
