Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
The latest iteration of Succession Link will offer compatibility ratings and other features to expedite the M&A process for potential buyers and sellers.
The final plan details the purpose and functions of the OneFPA Advisory Council as well as the key performance indicators for the organization and its chapters.
There were a record 52 mergers or acquisitions involving RIAs in the second quarter, up from a previous high of 49 in the first quarter of the year, according to Echelon Partners.
J.D. Power's 2019 Financial Advisor Satisfaction Survey found Commonwealth Financial was the top-ranked firm for satisfaction among independent advisors, while Edward Jones took the top spot for employee advisors.
The Financial Planning Association, whose membership includes thousands of CFPs, wants the CFP Board to delay enforcement to coincide with new SEC rules.
Model FA's new site includes a blog and podcast series with financial planners and experts on how to build and thrive as independent advisor or firm in the industry.