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The two firms' boosts came amid equity headwinds — and both wealth management units now have nearly 4,400 financial advisors.
May 13 -
Jamie Price and incoming majority owner Reverence promise more of the same for the 6,500-advisor IBD network.
May 13 -
The ride-hailing platform’s IPO may test how wealthy clients react if they don’t fare so well.
May 13 -
How to create the best setting and address strong emotions for tough conversations. Also, what not to do.
May 13
Life Planning Partners -
Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.
May 10 -
The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.
May 10 -
Fixing the results of job-related stress could mean working less or doing more work you enjoy.
May 10 -
Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.
May 9
Wealth Logic -
Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.
May 9 -
The aggregator introduces banking services and says it will continue to acquire new firms.
May 9






