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.
“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
In a remote hearing before the U.S. Court of Appeals for the 2nd Circuit, XYPN attorneys argued the proposal would cause financial harm to financial planners.
Four key trends help explain the increased M&A activity in the RIA space over the past few years and will continue to propel deal-making moving forward.
Mitzi Perdue, the daughter of Sheraton Hotels' co-founder and wife to the late chicken icon Frank Perdue, shares advice on how to develop a culture that supports keeping the business in the family.