How do Americans find and hire financial advisors? New research breaks it down
Data analysis from advisor review platform Wealthtender reveals affluent investors’ appetite for advisors, what factors matter for would-be clients, and…
Billionaire family offices join Berkshire’s UnitedHealth bet
Investment boutiques for George Soros, Michael Platt, and a Swedish packaging dynasty all raised their stakes in the beleaguered insurer,…
Edward Jones layoffs about to hit employees, home office staff
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will…
CFP Board hails record July exam turnout with 3,214 test-takers
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
Will the good times continue for gold? Advisors weigh in on the yellow metal
Wealth managers offer their opinions on gold in the wake of the yellow metal’s record run.
RIA moves: SlateStone Wealth, Fifth Third announce C-suite hires
New York-based Douglass Winthrop has also tapped a veteran leader from Northern Trust.
Founder of water vending machine company, portfolio manager, charged in $275M Ponzi scheme
“The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history,” said Daniel…
US stocks steady as retail sales ease economic slowdown concerns
The broad-based advance in July, boosted by car sales and major online promotions, is another factor for the Fed to…
Orion’s Naomi Win breaks down behavioral finance’s ‘far-reaching impact’ for financial advisors
“A wealth management professional who infuses their work with behavioral finance is a professional that is investing in their work…
Advisor moves: Raymond James, Wells Fargo reel in billion dollar-plus advisor teams
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.