CI Financial revealed Corient’s latest additions during an earnings call this week, Dynamic Advisor Solutions added five new teams in the first half of the year, Integrated added a new Denver affiliate and WEG is staffing up for more growth.
Non-fiction about happiness, purpose and the psychology of money, a thriller from David Baldacci and more.
Sponsored Content
Aug 11, 2023
This report examines the latest attitudes among advisors with closed-end funds – and their experience with these investment products.
Also, Two Sigma’s Venn launches Report Lab with help from NewEdge Wealth and ForwardLane rolls out Emerge.
The financial professionals joining Cetera in the aftermath of the deal represent about $50 billion in client assets, with one Cetera exec saying the deal marked the “beginning of a new phase” for the company.
Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.
It would break with the industry norm if Morgan Stanley names new leader without losing those passed over.
