Edward Jones topped annual investor satisfaction rankings compiled by J.D. Power and Associates for the second consecutive year, with RBC Wealth Management a close second, according to the study released yesterday. (See how they rated.) Overall...
UBS Wealth Management Americas has launched a newly-created unit known as wealth planning and investment strategies, according to an internal memo at the firm.
Over the years, we’ve offered expert advice to financial advisors with business problems to solve in the Fix My Business column. We thought it was time to check back in with some of the advisors we counseled to see how they fared.
Not only are the independent RIAs stealing brokers and assets from the big Wall Street wirehouse firms, they also seem to have greater favor with the super-rich.
