Wealth Management industry news covering the financial markets, trends and wealth professionals.
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An employee value proposition may be the single most important tool in the war for talent, says Schwab’s Lisa Salvi, but professional development is gaining relevance.
The lawsuit between the Haslam family and Warren Buffett's Berskshire Hathaway hinges on obscure accounting rules the family claims could cost them more than $1 billion.
SoFi Securities, SogoTrade, M1 Finance and Open to the Public Investing will pay more than $1 million in restitution after clients were promised fees from lending securities they allegedly never received.
Dr. Sylvia Rose and Dr. Curtis Kidd Telemaque provide thoughtful insights on how RIA can best partner with HBCUs and engage with a diverse talent pool.
New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.
The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value.
