Jeremy Holly, who left the broker/dealer in 2021 to join SageView Advisory Group, has returned to lead strategic business development.
Cerity has acquired a New York City–based firm with experience serving private equity, hedge fund and venture capital partners.
Doug Fritz, F2 Strategy's co-founder and CEO, provides his take on the most important wealthtech news of the last month.
The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.
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Jul 31, 2023
What’s the one essential factor in the successful acquisition of an advisory firm or practice? Susie McEuen knows.
Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other 'non-value-added' tasks, according to a new J.D. Power survey.
UBS is trying to retain many of Credit Suisse's wealth managers, along with the client relationships they oversee.
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Jul 31, 2023
Advisory firm owners agree they should have a succession plan, but most don’t have one. Why?
The IRS found the organization spent too much time devoted to social and networking activities.
