London-based
The announcement comes just days after Jim Sutcliffe was named chief executive of the company, following the resignation of Eric Anstee (
Previously, Warner was CEO of
Warner began his career as a fund manager and eventually moved into research. Before going to BT Alex. Brown, he served as head of global research as
Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.
A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.
The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.
Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.
Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.
State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.
