Boca Raton-based Wealth Empowerment Financial Strategies joins Kestra Financial from B. Riley Wealth Management, which is reportedly in talks to sell to Stifel.
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.
The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate.
Citigold plans to hire 150 advisors over the next two years to fill out bank branches in six affluent markets.
In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.
The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.
Based on the results of the FPA Financial Planning Challenge, these nine colleges unlock the most value for students training to be financial planners.
The value of education is increasingly scrutinized.
What are the repercussions?
