A survivor of the Wall Street brokerage culture of the 1990s, the Ellevest co-founder said success in financial services today is found in diversity and collaboration.
A year after announcing it would leave Raymond James and restructure from an OSJ to a hybrid, multi-custodial RIA, Concurrent says it recruited more than $1 billion in assets and added Schwab as a custodian.
New new assets gathered in the wealth management division were down 60% sequentially, but CEO James Gorman said these numbers tend to bounce around.
Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?
Open, honest and candid discussions about the latest news in the RPA industry.
Beacon Pointe is looking to the wirehouses to bring over talent and assets at lower multiples.
