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.
Elsewhere, a Commonwealth team in Massachusetts converts to Cetera, while Janney draws four former Wells Fargo advisors to its Radnor, Pennsylvania office.
Clients say he copied the boss on his emails - and now they can't touch their cash.
He wired millions to his own accounts and told investors the fund was winning.
The partnership arrives as most small business owners near retirement age still don't have a formal succession plan in place.
A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
