Compensation
Compensation
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The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.
May 2 -
Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.
April 28 -
Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.
April 26 -
After agreeing to purchase Wealthfront during the first quarter, CEO Ralph Hamers says the firm is eyeing more opportunities in the U.S.
April 26 -
The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%.
April 26 -
Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.
April 26 -
Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.
April 25 -
A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.
April 25 -
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 -
It’s the first fee increase in 5 years, earmarked to fund the board’s new strategic plan.
April 19 -
As CEO Jamie Dimon faced questions about a potential recession, the firm’s wealth management units displayed continuing headcount growth.
April 14 -
A SIFMA conference panel discussed the issues that are keeping the profession predominantly white and male.
April 11 -
The enterprise left Kestra for Triad Advisors as part of the largest recruiting addition to the independent wealth manager in years.
April 11 -
Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.
April 8 -
Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.
April 5 -
The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.
April 1 -
In conversation with Patti Cook, CEO of Finance of America Companies
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Teams are taking longer to switch brokerages as the pandemic recedes and advisors return to the office, according to John Pierce, the firm’s head recruiter.
March 24 -
David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.
March 22 -
Senior brokers delegated to make compensation decisions systematically favor white men, according to a new lawsuit.
March 21


















