See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
Get the latest stories direct to your inbox - subscribe to the Morning Memo.
Wells Fargo, with almost 260,000 employees, will now begin bringing back staffers who had been working remotely starting Oct. 4, while BlackRock also delayed its September deadline.
CEO Dan Arnold said the company is focused on providing advisors with more personalization and flexibility, so they have more control over how they operate their businesses.
Vanguard is extending the payments to all workers who can prove they’ve gotten a COVID-19 vaccine, even if they were inoculated before the firm extended the offer.
New Jersey-–based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.