The six-member group will work in the Washington, D.C., office of UBS Private Wealth Management
We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!
Six-member Legacy Family Wealth group opens office in Scottsdale, Arizona
The pandemic has moved the issue to center stage for leaders of RIAs and multifamily offices
The trio formed Raintree Wealth Partners in Scottsdale, Arizona
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
The bank is breaking with some U.S. competitors that have resisted layoffs amid the pandemic
The eight-person Longo Group is based in Slidell, Louisiana
Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals
The association joins large wealth management firms, like LPL Financial and Schwab, in hosting virtual gatherings during the pandemic
The traditional portfolio ballast layers on risk without providing much reward
But one arm of Wells Fargo Advisors has been a popular destination for advisers in the first half of the year
The partnership builds on the broker-dealer's goal to transform its legacy technology into modern tools for advisers
There are pros and cons to third-party marketplaces that should be considered, according to new research
Employee ownership plans correlate with higher income and better retention, and companies with such plans are likely doing better than others right now, according to an ESOP group
Advisers need to help clients understand that the question isn’t whether the markets will drop, it’s when and how far
The head of PCG Advisor Inclusion Networks at Raymond James describes her experience with diversity and inclusion in the workplace
The rewards of striking political points outweigh the risks of alienating clients for many of the most vocal advisers
Instead of prospecting, try appealing to a targeted set of potential clients by offering meaningful educational content
COVID-19, high unemployment and the upcoming presidential election are making clients more inclined to build a cash cushion, advisers say
