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Adjusted operating net revenues within the Minneapolis-based firm's advice and wealth management segment grew 14% to $2.7 billion in the third quarter compared to a year ago.
October 24 -
One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.
October 24 -
CEO Paul Reilly said that even if the firm is recruiting fewer advisors, the books of business it is bringing on are growing only larger.
October 24 -
The art market is nearing a critical inflection point, according to a new 2024 survey of global collecting from Art Basel and UBS.
October 24 -
McQuown is credited with kicking off a financial revolution with the creation of the first index fund.
October 24 -
Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.
October 24Tucker Advisors -
A model of buying buildings with big carbon footprints, investing in green refurbishments and then increasing rents for higher sale prices is attracting attention of some asset managers in real estate.
October 23 -
Industry watchdogs worry lenders may be hiding troubled loans and are too entagled with insurance interests.
October 23 -
The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.
October 23 -
After adding 27 advisors in the past three months, CEO Ronald Kruszewski looks at the "recruiting landscape" and likes what he sees.
October 23