-
Profit plummeted in the second quarter as economic conditions and rising expenses took a toll on the firm's results.
August 8 -
Financial advisor Jennifer Marcontell went independent after more than 20 years with her prior brokerage, which itself is making a major change to its structure.
July 8 - Commonwealth, Edward Jones and Stifel grab top advisor satisfaction marks amid recruiting challenges
In J.D. Power's annual survey, a significant portion of wirehouse and independent representatives said they're considering a move to another firm.
July 6 -
There are signs that the firm’s headcount slippage is slowing, but that may account for reduced earnings due to higher compensation costs.
June 1 -
Executives of firms like J.P. Morgan, Morgan Stanley and Bank of America benefited from a stronger market in 2021 that increased incentive pay.
April 19 -
Senior brokers delegated to make compensation decisions systematically favor white men, according to a new lawsuit.
March 21 -
The brokerage sustained a net loss of hundreds of brokers last year after a pause in hiring during the coronavirus, according to its annual report.
March 14 -
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