Professional development

Osaic launches professional development initiative after a six-month pilot period.

The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.

The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.

At 29 years old, Chris King is the CEO and founder of Eaglebrook Advisors in Bethesda, Maryland, a cryptocurrency SMA platform with over $211 million in assets under management.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.

The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."

RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its San Francisco business.

Planners Carolyn McClanahan and Dana Anspach discuss how the client expenses work for their advisory practices as more firms rethink their approach.

The burgeoning "after loss" industry has the potential to differentiate RIAs from the competition as it fills a service gap in advisory practices, writes one of its pioneers.

The change, one among several at the firm's top, follows on a year that executives have deemed one of the firm's most difficult in decades.