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More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.
May 17
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UBS reportedly planning to appoint investment bank chief Rob Karofsky to lead its U.S. business, where he'd focus on expanding into the U.S. wealth market.
May 16
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Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16
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Vanguard names former BlackRock executive Salim Ramji its new CEO to succeed the retiring Tim Buckley in July; Ramji will be the first outsider to lead Vanguard.
May 15
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The Wall Street giant distinguishes its custody service by being a pioneer in allowing private equity, private credit and similar investments to be used as collateral for loans to RIA clients.
May 14
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The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate.
May 14
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Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.
May 14
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Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.
May 13
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To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
May 13
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The mammoth coup far outpaces other recruiting deals of recent memory.
May 10
