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In a session at the industry trade group’s conference, planner Lazetta Rainey Braxton connected racial and financial literacy.
July 27
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Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.
July 14
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In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.
July 12
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The regulator’s annual industry snapshot and financial report offer a nuanced picture of wealth management’s most significant dividing line.
July 6
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After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.
June 29
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The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.
June 28
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The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.
June 24
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The move for the company’s primary advisory accounts will cut costs for clients and build its fee-based business, President Elizabeth “Libet” Anderson says.
June 22
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Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.
June 22
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The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.
June 21
