Industry News
Industry News
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Naratil sees the new CEO as the right person to deliver on integration with Credit Suisse.
October 5 -
Industry recruiters say offers of shares in advisory firms are hard to value.
October 4 -
The Overland Park, Kansas firm's latest acquisition comes right off its deal to buy Goldman Sachs' Personal Financial Management unit this quarter.
October 3 -
Align Wealth joined the $250 billion RIA, retirement plan and robo-advisor firm as M&A becomes "a key component" of its growth, the firm's CFO told FP.
October 3 -
A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.
October 3 -
Anthony Viggiano and three classmates once won a competition about which team could best tackle dilemmas they'd face as financial professionals. He's now accused by federal prosecutors of being at the center of an insider trading scheme.
October 2 -
The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.
October 2 -
The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.
September 28 -
The appointment comes amid the organization's push for 'title protection' for financial planners.
September 27 -
When it comes to charity, last year wealthy families gave differently — and invested differently.
September 27 -
The insurer-backed firm secured its third M&A agreement of the year and fifth in its history for a firm with at least $1 billion in client assets.
September 26 -
The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.
September 26 -
For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.
September 26 -
High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.
September 26 -
The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.
September 26 -
Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.
September 25 -
Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.
September 22 -
Called SMArtY, the firm's free offering is slated to go live in just days with a waitlist available now.
September 22 -
The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.
September 22 -
The awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.
September 21

















