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Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.
February 24
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With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.
February 24
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The platforms, where bets are placed on everything from U.K. soccer teams to the price of bitcoin, are getting traction from investors and attention from regulators.
February 23
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The arrival of Warren-Fantano Wealth Management at Janney will give the regional broker-dealer a new office in Delaware.
February 23
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The Weikes Slattery Group generated $17 million in annual revenue from locations in New York and California.
February 20
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Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.
February 19
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If you have business clients who are considering changing their LLCs or C corporations into S corporations, now is a great time to discuss the pitfalls.
February 19
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The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.
February 17
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Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
February 13
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The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
February 12
