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A new survey by Public, a next gen-focused investing app, researched the behaviors and motives of millennial and Gen Z investors. The majority of respondents started investing in the past three years.
Cardinal Point Wealth Management targets Canadian snowbirds, but found a rich market of clients needing cross-border advice.
Invest in Others' Lifetime Achievement Award winner is Peter Chieco for his work with Cooley's Anemia Foundation.
Two Truist advisers make the move in Bedford and two in Charlottesville.
A group of three reps in Lincoln, Nebraska, makes the move.
Peppi Talley and Jessica Hall are joining the firm’s employee unit in Birmingham, Alabama
RPAs with strong wealth management businesses and leadership will command a premium price, among other factors.
Claudia Cypher Kane was tapped as the Financial Planning Association's 2022 treasurer; the group also elected three new directors.
Wealth Advisory Services, a hybrid in Doylestown, Pennsylvania, had been affiliated with Raymond James for five years.
Invest in Others' Community Service Award winner is Roger S. Green for his work with Auditory-Verbal Center Inc.
A free meal can help win new clients, but some advisers say the prospecting strategy is dated and projects a bad image.
It seems as though the pandemic should have provided the motivation for advisers to address their continuity needs.
Invest in Others' Catalyst Award winner is Ralph Ujano for his work with Helping Hands for Single Moms Dallas.
The wealth management chief at BMO Financial will succeed Kathy Murphy, who plans to step down before the end of the year.
James Katz tailors his RIA, Humankind Investments, to serve clients who place the greater good at the top of mind.
Carrie Turcotte and Crystal Walker run NorthShore Financial Strategies in Chattanooga, Tennessee.
Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.
Altus Consulting Group, based in Texas and Wisconsin, becomes an office of supervisory jurisdiction.
Sandstone Wealth and its two advisers were formerly affiliated with Raymond James and Royal Alliance.
I believe we can fundamentally change people’s lives for the better through financial advice.