New Retreat Offers Networking Opportunities for Female Advisors

Jun 03, 2019

The Female Advisor Network's "Invest in You" conference will offer opportunities for female advisors to work on long-term professional development ambitions.

Will Wall Street Change the Independent RIA? 7 Industry Leaders Weigh In

May 31, 2019

Goldman Sachs recently announced its purchase of RIA United Capital. Will the deal change wealth management?

Facet Wealth Hires RIA Guru

May 30, 2019

The startup's latest hire is responsible for convincing RIAs to partner with Facet.

Carson Partners Poaches Waddell & Reed Team

May 30, 2019

Kansas-based Driven Wealth Strategies cited technology and services as two of the driving factors in its decision to move.

Four Creative Ways Female Advisors Connect With Clients

May 29, 2019

Forget golf and cigar bars. These advisors are getting creative in how they connect with female clients and prospects.

NHL Players' Blue-Collar Financial Adviser Tends Economic Goals

May 28, 2019

Chris Moynes has a simple mantra for his NHL player clients: “Don’t go broke.’’

Wells Fargo Loses $600 Million Team to Raymond James

May 21, 2019

The Richmond, Va.-based team was looking for a broker/dealer with comprehensive trust and banking services in house.

Peter Raimondi’s Dakota Wealth Management Acquires Women-Owned Firm

May 20, 2019

The acquisition marks the fourth for Dakota since its formation in 2018.

Thirteen of the Highest-Paid Wealth Management Executives

May 20, 2019

It may seem like these execs made a lot of money last year, but they have purview over some of the largest advisor forces in the industry.

Rockefeller Recruits First Bay Area Advisors From UBS

May 20, 2019

Wealth advisors Bruce Tenenbaum and Andy Lam join the firm from UBS Private Wealth Management; it is the latest move in Rockefeller's regional expansion.