Adapting to pandemic constraints, the Advisor Group said that its annual ConnectEd gathering for advisers this fall will be a virtual, interactive event that includes a larger-than-usual proportion of entertainment content.
The virtual conference, which is taking place from Oct. 26 through Oct. 29, will feature discussions with former Federal Reserve Chairs Ben Bernanke and Janet Yellen, as well as talks by Shaquille O’Neal and Laila Ali, and performances by entertainers including Kenny Loggins. Financial attendees will be invited to submit their own vocal performances to share with conference attendees.
Approximately 11,100 financial advisers, overseeing $450 billion, are affiliated with the independent broker-dealers that constitute the Advisor Group.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Elsewhere, Sanctuary Wealth recently attracted a $225 million team from Edward Jones in Colorado.
The giant hybrid RIA is elevating its appeal to advisors with a curated suite of alternative investment models, offering exposure to private equity, private credit, and real estate.
The $40 billion RIA firm's latest West Coast deal brings a veteran with over 25 years of experience to its legacy division for succession-focused advisors.
Invictus fund managers allegedly kept $10 million in plan assets after removal, setting off a legal fight that raises red flags for wealth firms.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
