Industry

Investors trust advisors more than politicians, about the same as mechanics, and less than doctors, lawyers and accountants, a new CFA Institute study says.

Chalice Wealth Advisors and Chalice Capital Partners are now Kingswood US.

Winston Wealth Advisors is joining the independent/broker dealer from Securities America.

Clients are more satisfied with advisors who lead with planning, interact more with them and clearly demonstrate their fee structure, according to a Carson Coaching study.

ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.

Schwab Stock Slices will be available to retail investors and Schwab Alliance customers on June 9.

The Emigrant Bank subsidiary has made an investment in Parallel Advisors, its second RIA deal since the onset of the pandemic.

The investment in Osborn Williams & Donohoe is Hightower's second deal of the year.