Registered Rep. Staff recent news | page 2 of 2

McKinsey Estimates Advisor Shortage of 100,000 by 2034 McKinsey Estimates Advisor Shortage of 100,000 by 2034

byDiana Britton

Feb 11, 2025

3 Min Read

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RIA

Fidelity: PE Fueled Record 89% of RIA Deals in 2024 Fidelity: PE Fueled Record 89% of RIA Deals in 2024

byAlex Ortolani

Feb 11, 2025

3 Min Read

Investment

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Sponsored Content

Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value

Feb 25, 2025

2:00 pm EST

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Investing Strategies

Morningstar: Advisor Use of Custom Model Portfolios Rises Morningstar: Advisor Use of Custom Model Portfolios Rises

byDavid Bodamer

Feb 11, 2025

2 Min Read

Wealth Planning

Recent in Wealth Planning

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Building Connections with Affluent Women Clients Building Connections with Affluent Women Clients

Feb 11, 2025

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Wealth Planning

Estate Planning in a New Political Era: The 2025 Playbook Estate Planning in a New Political Era: The 2025 Playbook

Feb 26, 2025

2:00 pm EST

Business Planning

Recent in Business Planning

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Sponsored Content

Building Connections with Affluent Women Clients Building Connections with Affluent Women Clients

Feb 11, 2025

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McKinsey Estimates Advisor Shortage of 100,000 by 2034 McKinsey Estimates Advisor Shortage of 100,000 by 2034

byDiana Britton

Feb 11, 2025

3 Min Read

WealthTech

Recent in WealthTech

Top Hollywood Attorney Joins Wealth.com’s Legal Team Top Hollywood Attorney Joins Wealth.com’s Legal Team

Kathy Wunderi Wealth.com

Career Moves

byPatrick Donachie

Feb 11, 2025

1 Min Read

Robert Sofia Snappy Kraken

Marketing

Snappy Kraken Launches AI-backed RIA Enterprise Hub Snappy Kraken Launches AI-backed RIA Enterprise Hub

byAlex Ortolani

Feb 11, 2025

2 Min Read

RIA Edge

Trusts & Estates

Events & Awards

Latest from Registered Rep. Staff

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Some EVEREN Reps Irked Over Payout Cuts, Management Bonuses Some EVEREN Reps Irked Over Payout Cuts, Management Bonuses

Oct 1, 1997

2 Min Read

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NASD's Auditor Finds Room for Improvement NASD's Auditor Finds Room for Improvement

Oct 1, 1997

2 Min Read

All from Registered Rep. Staff

Indies Getting Snapped Up, Too

Oct 1, 1997

2 Min Read

Dean Witter Offers Multiple Class Shares on Internal Funds

Oct 1, 1997

2 Min Read

Merrill Settling Class-Action Suit Over Global Income Funds

Oct 1, 1997

7 Min Read

Dean Witter Reps Taking on Morgan IPOs

Oct 1, 1997

2 Min Read

NASDR Asks for Comment on Compensation Disclosure

Oct 1, 1997

1 Min Read

Wheat First Reps Like First Union Merger

M&A

Oct 1, 1997

2 Min Read

Larry Restieri and Bob Oros Hightower

Latest news

Career Moves

Hightower CEO Bob Oros To Step Down

Feb 11, 2025

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