The company, a subsidiary of Franklin Resources, was headquartered in Two World Trade Center. As of noon yesterday, the company reported that 84 of its 647 employees located in the tower were still missing. Three employees were confirmed dead by their families.
The memorial fund has been established at Franklin Templeton Bank & Trust and can be reached by calling (877) 236-7932.
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.
As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.
An industry recruiter said departing Commonwealth teams tend to stick with brokerages because their objections are less to IBDs and more to LPL. Generous transition deals also help.
Dispatch and NetLaw target two different kinds of relocation friction. One for advisors switching firms, one for clients crossing state lines.
