Wealth Management industry news covering the financial markets, trends and wealth professionals.
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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.
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.