Today's investors have a lot of choices. Find out how become the best one by offering clients and prospects an elevated experience. Hint: It will take the right support, which means finding a partner who prizes open-minded agility, offers senior-level access, respects your time with efficient answers and serves up expert technology.
New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.
In a filing with the SEC, Edward Jones announced plans to expand associate ownership by creating a new class of limited partners and a two-tier structure.
The Ensemble Practice's annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors but reaping healthy profits.
Also, an Ex-Truist/Balentine duo start an RIA, Raymond James grabs a team from Wells Fargo and Janney names a new head of advisor recruiting.
Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."
A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.
