Industry

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.

The seven advisors managed more than $450 million in combined client assets.

The number is behind previous years, but the firm’s new head of business development says independence is more appealing amid the coronavirus.

Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.

The No. 1 IBD has completed three of the sector’s 10 largest recruiting moves of the year.

No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.

Several companies said this week they’re slashing expenses as the economy limps along. Others would prefer to keep investing in new technologies to better gauge which changes in consumer behavior will stick.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.