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.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
