See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Financial advisors are reassessing their businesses for a number of reasons: the aging bull market and the Department of Labor’s new fiduciary rule are among major concerns. However, advancements in technology and increasing competitive...
Richard Salmen
The CFP Board has elected Richard Salmen, CEO of Northern Financial Advisors in Michigan, to serve as 2017 chair-elect. Blaine Aikin, CEO of fi360, is the current chair-elect who will serve as chair of the board in 2017; Salmen ...
Big U.S. brokerages are redefining the term "wealthy" in their pursuit of ever-richer clients to prop up margins eroded by historically low interest rates and growing regulatory burdens...
Erica McGinnis has stepped down as president and CEO of independent broker/dealer network Advisor Group but will remain with the firm as executive vice president and head of transitions...
(Bloomberg) -- In an annual letter to shareholders last year, JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon warned in bold print that “Silicon Valley is coming” for the financial industry. This year, his tone was...
Dollar, dollar bills, ya'll. | Image via @cashcats Instagram.
MassMutual is turning to cats and dogs to get people to save more for their retirement. The insurance company has launched a direct marketing campaign promoting the popularity of pe...
The fee-based advisor, discount brokerage and online advice channels will grow their market share over the next few years, says a research report by Tiburon Strategic Advisors...
Ameriprise Financial said its total operating earnings fell 13 percent year-over-year to $379 million, or $2.23 per share, in the second quarter, missing analysts’ expectations by 3 cents, according to Seeking Alpha. The firm’s total...
