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The staffers, all in the firm’s wealth- and investment-management unit, were “discharged after review of allegations involving simulation of keyboard activity creating impression of active work.”
Attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move.
Significant demographic shifts amongst those who hold wealth in the US illuminate an opportunity for financial firms to position themselves ahead of the curve.
LPL executives Anna Howard and Kimberly Sanders are both highly accomplished leaders in wealth management. They’re also mothers, and speak openly about their struggles to find balance, which can be especially hard for women in this industry
