Industry News
Industry News
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Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.
March 18 -
Not long after announcing a new set of services for high net worth clients, Edward Jones rewards CEO Penny Pennington with a $29 million compensation package.
March 17 -
Robinhood Markets is unveiling a hub inside its popular app for retail traders to bet on the likelihood of certain event outcomes.
March 17 -
Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves this week.
March 14 -
With more views and options for financial advisors to be independent, TritonPoint Partners is offering up its take on flexibility, cash and equity, and employment status.
March 12 -
Stuart M. Feld took the time to speak with Financial Planning about his vision for his newly created role, how the firm is using AI now and in the future, security and more.
March 10 -
Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.
March 7 -
Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.
March 5 -
The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.
March 3 -
The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.
February 28