Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Equitable Advisors plans to get there by growing its share of wealth advisors, emphasizing holistic life planning and doubling down on its 'supported independence' model.
One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.
Edward Jones advisors not only have the option to share offices, but they can now share clients. The firm expects 1,000 advisors to work in teams by year-end.
Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.
