As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?
With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.
Of U.S. investors with $100,000 or more in assets, the figure is slightly higher.
In the newly created position, former Allstate exec Mary Jane Fortin will lead commercial operations of Thrivent, which provides financial services to Christians.
Financial Resources Group will combine with Gladstone Wealth Group to create the largest OSJ on LPL’s corporate RIA platform, with over $24 billion in client assets.
Advisors say athletes face particular difficulties during the coronvirus pandemic.
The self-regulatory organization has tapped a handful of security firms after a lengthy vetting process.
