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.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
