Securian’s retail wealth business, including some $72.2 billion is assets across more than 30 independent firms and 1,000 financial professionals, will become a 'distinct community' within Cetera Advisor Networks.
The CFP Board Center for Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.
The broker/dealer business is starting to embrace different models and affiliation options.
Thousands of advisors and clients benefited from Golding's work developing the Junxure CRM software.
It may be time for wealth management firms to adjust fees, take that crypto course and hire a junior advisor, according to a new Fidelity report.
