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Totum Wealth says its new platform can analyze risk while also creating a custom portfolio. Our tech communist gives it a try.
February 19 -
Janney Montgomery Scott hired six advisors, moving the firm closer to its goal of 50 new recruits this year.
February 19
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Two recruits from Raymond James and Merrill Lynch made the move.
February 18
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Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.
February 18 -
Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.
February 18
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Raymond James lost another advisor to Wells Fargos IBD, while several Morgan Stanley advisors made the jump to independence.
February 18 -
Do you have enough saved for a stand-alone RIA? EPAN's Ron Briggs challenges advisors on this and other considerations of going independent.
February 18
Entry Point Advisor Network -
One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.
February 17
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The firm hired more than a dozen recruits, mostly from wirehouses.
February 17 -
The wirehouse lost a veteran advisor who generated $1.5 million in annual revenue.
February 17
