-
Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.
February 25
-
The arrival of Warren-Fantano Wealth Management at Janney will give the regional broker-dealer a new office in Delaware.
February 23
-
The Weikes Slattery Group generated $17 million in annual revenue from locations in New York and California.
February 20
-
Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.
February 19
-
The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.
February 17
-
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
February 13
-
Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
February 11
-
Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
-
The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.
February 9
-
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5
