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Leif O’Leary is the CEO of Alegeus.

There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue here in Sioux Falls.

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.

If 60/40 portfolios had a mind of their own, they would perhaps feel like Mark Twain when he read his own premature obituary.

James Gorman says the wealth manager is seeing much better retention and recruiting due to its “multiple channels of growth” after several acquisitions.

The grand jury indictment and a new filing by the SEC offer additional details on the case.

Researchers link personality traits to financial outcomes and behaviors, offering insight into how clients think about money.

Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.

With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.