Mercer has updated its messaging, images and colors to better reflect its position as a national RIA with an integrated approach to financial planning.
The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.
Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.
The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, president of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond.
For IBD advisors who don’t choose the retirement route, many say they’ll focus on their own RIA business, if they’re reclassified by the DOL as employees, according to a new survey commissioned by FSI.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Dennis Shirshikov, a strategist with Awning, a real estate investment platform.
