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Here’s how RIAs are falling short in their support for pregnant and new mothers and what they can do to change it, according to advisor Rianka Dorsainvil.October 21
Co-founder and co-CEO2050 Wealth Partners -
In order to avoid treating DEI as a fad, #DoingTheWork in wealth management ought to start with these critical steps, financial advisor Lazetta Braxton writes.October 20
Financial advisor2050 Wealth Partners
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The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.October 20
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BNY Mellon’s CEO also sees a distribution opportunity for the company’s proprietary funds.October 20
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New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.October 19
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The acquisition established a $6 trillion-giant operating as a mutual fund company, RIA custodian, bank, retail brokerage and national wealth management firm.October 14
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The group of fee-only practices and networks have 1,187 IARs who manage a combined $95.7 billion.October 13
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Among those leaving is Tom Nally, president of TD Ameritrade’s RIA division. He’d been with the company for 26 years.October 9
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Which changes will become permanent? Our latest RIA Leaders ranking points the way.October 9
Editor-in-ChiefFinancial Planning
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The custodian had been a key player in the growth of the independent channel.October 6
