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“These are tracking the industries that are supporting the economy and will continue in the post-pandemic world,” an expert says.October 21
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Here’s how RIAs are falling short in their support for pregnant and new mothers and what they can do to change it, according to advisor Rianka Dorsainvil.October 21
Co-founder and co-CEO2050 Wealth Partners
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"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”October 21
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Meanwhile, the wirheouse’s advisor headcount ticks down and recruitment loans drop, again.October 21
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More than 130 fund management and financial advisory firms have written letters opposing the plan. And the complaints keep coming.October 21
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CEO John Ettelson's comments differ from those of executives at some major banks.October 20
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In order to avoid treating DEI as a fad, #DoingTheWork in wealth management ought to start with these critical steps, financial advisor Lazetta Braxton writes.October 20
Financial advisor2050 Wealth Partners
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The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.October 20
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BNY Mellon’s CEO also sees a distribution opportunity for the company’s proprietary funds.October 20
