For the first time in nine years, the number of advisors grew last year. But despite the shift, observers say advisor headcount will begin a steep decline in 2019, as FAs start to retire en masse.
Industry research firm Cerulli Associates said...
People on the move.
Wells Fargo Advisors may be saying publicly it’s pleased with the arrangement it entered with Credit Suisse to recruit its 250 advisors, but $8 billion in assets have already flown the coop. Morgan Stanley announced Fri...
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It’s been a good year for wealth management firms. According to Wall Street recruiting firm Options Group, which surveyed the top quartile of performers at top 10 firms, the top performers in private wealth management expe...
Equal rights for all. | Pekic/iStock/Thinkstock
According to a report issued Wednesday by the Human Rights Campaign, the banking and financial services industry is leading the way when it comes to workplace equality for lesbian, gay, bisex...