April 18, 2022
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Featured News
Into the metaverse
Financial services firms are hanging out their shingles in the burgeoning world of virtual societies, hoping to attract a new breed of digitally native customers.
The persistence of remote work
In the short space of four months, remote work seems to have become an even more permanent part of our everyday lives.
Advisers cheer SECURE 2.0 and renewed focus on retirement savings
The proposed legislation's popular provisions include increasing the RMD age to 75 and allowing employers to match student loan payments with retirement plan contributions.
Revenue per rep rises but head count slips at Wells Fargo Advisors
Annualized revenue per adviser, a key industry metric, was $1.22 million at the end of March, up 4.3% from the end of last year.
Burt White moves from LPL to Carson Group
As chief strategy officer, LPL's former chief investment officer will join the executive board and report directly to Ron Carson.
