See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Joseph Di Biasi and Gregory McElheny are joining from MML Investors Securities, and will take over Life Certain Wealth Strategies to enable its founder, Herb White, to retire.
For many advisors, the pandemic will highlight the mismatch between the services they provide and their AUM-based compensation model, according to Aite Group.
The first five months of Adam Antoniades’ reign as CEO have been rough, but he believes the pandemic underscores the need for financial advice, and Cetera is doubling down on understanding individual advisor needs.