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These wealth management execs, among the best in the channel, oversee their teams in the midst of major industry changes brought on by technology, demographics and smaller branches.
April 28
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CUSO and Infinex plan to not only lower minimums and adjust pricing on advisory accounts but also partner with digital advice providers in a bid to serve a wide range of customers.
March 31
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In a surprise move on Wednesday, the company went public with its plans to prepare its advisors and financial institutions for the coming regulatory changes.
March 18 -
Fee business took hits from both the market and digital advice providers that caused banks to lower fees.
March 16 -
Industry observers hail the combination, noting that Infinex focuses on small banks while Essex deals with larger institutions.
March 3
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The Spokane, Wash.-based credit union will look to CUSO to rebuild its investment program and integrate it into its core offerings and services.
February 26 -
Raymond James, Stifel, Baird and a dozen other "Main Street" firms are behind the newly created American Securities Association.
February 25 -
The community bank will be looking to Raymond James to help it grow its investment services program, which currently has nearly $100 million in AUM.
February 23 -
The virtual credit union was attracted to Cetera's "rep on demand" and other virtual advising services.
January 14 -
The Scranton, Pa.-based bank will look to LPL to help grow its wealth management business, which the bank has identified as a core strategy for 2016 and beyond.
January 13
