See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Advisors at independent brokerages across the country are largely happy where they sit, as overall satisfaction with their chosen firms ticks higher and the average book of business expands by double digits.
High-net-worth millennials have more confidence than their older counterparts, Brown Advisory acquires Meritage Capital and David Canter is raising money for the Foundation for Financial Planning.
UBS is combining the regional teams responsible for managing products and services related to alternative investments, investment mandates and partnerships.
Passive investments aid in slashing of fund fees, David Peavler joins HD Vest as general counsel and Steven and Jeremy Friedman leave Wells Fargo Advisors for Raymond James.