See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The addition of David Carroll and Jon Springer is the third team to join the firm since Chris Freimuth and his team left BOK Financial Wealth Group to launch it in March.
The technology to reinvent internships and interaction with firms is there, but it is on the practitioners, firms and academic community to make the possibilities a reality, argues FPA’s 2020 President Martin Seay.
Kamila McDonnough stressed the need for diversity and experience among the public members of the Board—and need to reach more individuals with interest who are apt to shy away from pursuing a career in the industry.
In addition to in-person testing at Prometric sites, candidates may take the test remotely, if they live more than 50 miles from a testing center or have a health concern.
Revenue at the wealth unit of Goldman Sachs, which includes the old United Capital, rose 7% year over year to $1.1 billion, while assets under management rose by $49 billion sequentially to $558 billion.