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“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.August 7
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With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.August 7
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Here’s what leaders around the world say must be done.August 7
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The initiative is intended to help advisors manage increasingly large and complex teams.August 6
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The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.August 6
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As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.August 6
CFP, PresidentHarris & Harris Wealth Management Group
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The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.August 6
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The firm is still determining which other pieces of technology it will retain after acquiring its rival.August 5
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The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.August 5
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“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.August 4
