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Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.
March 7
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Ex-Oklahoma State University Cowboys player Brendon Evers says NCAA athletes need more guidance that reminds them to think about life after sports.
March 7
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As the four-day conference in Dallas wraps up, here is a look at some of the most important product launches, collaborations and expansions of services that debuted at the event.
March 7
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The dispute shows Edward Jones has become emboldened in taking legal actions against advisors perceived to have inflicted harm on its business interests by leaving for another firm, one industry recruiter said.
March 6
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In a warning alarm about the industry's staffing needs, McKinsey predicted there will soon be a massive shortage of advisors to meet client demand.
March 6
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Advisors must be thoughtful about how they deploy these new tools to ensure the most optimal results, experts said.
March 6
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For the first time, the T3/Inside Information Software Survey included categories for alternative platforms, generative language AI, search AI and graphics AI.
March 5
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Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.
March 5
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John Hicks, the chief marketing officer of Ausdal Financial Partners, sees his firm's lack of private equity ownership as a big part of its appeal.
March 5
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The newest edition of the Internal Revenue Service's Dirty Dozen tax scams shows that fraudsters going at it as strong as ever.
March 5
