The two three-person advisor teams will join J.P. Morgan from Wells Fargo and Wealthspire, and will be a part of the bank's strategic expansion in the New York wealth management market.
Jim Dickson, founder and CEO of Sanctuary Wealth, recaps the early days of the firm, discusses where it is today and the growth of supported independence, plus shares lessons he's learned along the way.
Rob Walton's investment group includes his daughter Carrie and her husband, Greg Penner, along with Mellody Hobson, co-chief executive officer of Ariel Investments.
Schwab Advisor Services and the Charles Schwab Foundation’s grant will pay for new scholarships for undergraduate and graduate certification candidates, and help fund the CFP Board Center for Financial Planning’s upcoming Diversity Summit.
The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.
