Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Advisor Group has been quietly implementing changes to its pricing structure, including a new bundled affiliation fee and annual fee for directly held mutual fund positions.
Hassan will oversee the expansion of UBS’s digitally customized banking services, the build-out of wealth management’s digital capabilities, electronic strategy and platforms, and smart technologies and advanced analytics.
Reps for First Allied Securities, the San Diego–based independent broker/dealer that's been in business since 1994, will integrate into sister company Cetera Advisors.