Data analysis from advisor review platform Wealthtender reveals affluent investors' appetite for advisors, what factors matter for would-be clients, and which new modes of engagement are on the rise.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
New York-based Douglass Winthrop has also tapped a veteran leader from Northern Trust.
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.
A survey reveals seven in 10 expect it to be a source of income, while most non-retired respondents worry about its continued sustainability.
AI suite and patent for AI-driven financial matchmaking arrive amid growing importance of marketing and tech among advisory firms.
The $30 billion RIA's chief compliance officer and legal counsel comes with more than two decades of experience, including RIA and broker-dealer oversight and specialized enforcement.
The RIA's addition in Dallas, previously with Raymond James, comes just as the take-private deal between Corient's parent firm in Canada and Mubadala Capital comes to completion.
The surprise PPI reading, driven by the biggest monthly gain in core since 2022, further muddies the central bank's September decision to hold or cut rates in September.
Market risk index shows hidden perils in seeking safety, and potential benefits from non-traditional investment vehicles.
