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In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.
July 12 -
Its parent seeks to support more holistic planning by combining it with two other subsidiaries.
June 18 -
At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term.
May 12 -
With Edward Jones poised to settle a racial discrimination class action for $34 million, what does the case say about the state of diversity and inclusion in wealth management?
May 12 -
After its industry-leading headcount dipped slightly during the temporary ban, the wealth manager plans to offer more resources for incoming recruits.
May 10 -
Financial Planning continues its four-part analysis of core compensation components at wirehouse, regional and national BDs.
April 16 -
The annual full-service investor rankings picked a new winner for 2021 while tracking major generational differences.
April 15 -
Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.
April 8 -
The largest brokerages typically make comp changes that are ‘evolutionary, rather than revolutionary.’
April 7 -
The firm hopes to more readily attract talent from rivals.
March 3