When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.
Open, honest and candid discussion about broker/dealer satisfaction among advisors, mutual fund and ETF prices, fallout from the Chevron decision, the future of IRA rollovers and more.
Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.
The updates were done in partnership with IncomeConductor software.
Atlanta-based Gratus Capital is the latest to be rolled up as part of Focus Financial’s hub strategy.
Morgan Stanley CEO Ted Pick said fee-based flows remained a “growth space” for the business, while Merrill CFO Alastair Borthwick said high asset management fees offset the NII dip.
CEO Walt Bettinger said asset and revenue attrition levels from the integration of the two firms are below original estimates.
