“Dreyfus is putting the ‘e’ in ‘easy-to-do-business-with-us’ by making iPads available to our wholesalers,” said Jon Baum, chairman and chief executive officer of Dreyfus. “From videos, fact sheets and market commentaries, to research reports, sales ideas and presentations, iPad gives Dreyfus the ability to make the most current information available instantaneously during client meetings. That’s exciting for our wholesalers and customers.”
Advisors continue to exit Commonwealth following its acquisition last year by former rival LPL Financial.
The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.
More retirees are going back to work amid financial pressures and economic uncertainty, an AARP survey finds. Advisors weigh in on when "unretiring" makes sense.
SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.
New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
