Legg Mason will be the fourth-largest tenant, occupying floors 45 through 50. In addition, it is planning to build a rooftop conference center and garden.
The company is scheduled to move into the new building in the fall of next year.
From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.
More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.
With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.
