Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.
When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.
Open, honest and candid discussion about broker/dealer satisfaction among advisors, mutual fund and ETF prices, fallout from the Chevron decision, the future of IRA rollovers and more.
Morgan Stanley CEO Ted Pick said fee-based flows remained a “growth space” for the business, while Merrill CFO Alastair Borthwick said high asset management fees offset the NII dip.
