An advisor who tries to act in a client’s best interest, but doesn’t have the skill or diligence to do so, can cause just as much harm as a conflicted advisor.
The median age and years of experience of lead advisors is trending downward, a sign that advisors are starting to invest in the next generation of talent.
Now with a robo, proprietary investment models and a marketplace for asset managers, the industry wonders what's next for the tech company.
The Wharton School of Business offers a class for high-net-worth investors, TrueValue Labs creates artificial intelligence for ESG ratings, and peer-to-peer learning network TIGER 21 announces its first St. Louis group.
The independent advisory firm is looking to expand throughout the United States.
Securian will sell H. Beck to Kestra Financial, adding about 600 advisors and $2.4 billion in client assets.