Nides, former U.S. ambassador to Israel, has moved back and forth between Washington and Wall Street for years, including two stints at Morgan Stanley.
Advisors who custody exclusively with Altruist will receive free software, while firms that work other custodians will get the first 100 accounts for free.
But big banks can fall flat when it comes to building a home for financial advisors.
LPL Financial's solution is for advisors looking to retire or end business ownership to focus on clients.
‘My personal mission is to enhance the financial security of Americans,’ says Hopkins, who will serve as the firm's director of private wealth management.
Black and Hispanic women are gaining confidence in their investing knowledge.
'Advisors in the Envestnet ecosystem will have access to set-and-forget voting technology,' says iconik's Alex Thaler.
More than 200 people expected to lose their jobs.
Valkyrie Financial's Sarah Paulson wants to help fellow millennials and empower women.
But more cautious consumers are planning to stick to last year’s holiday spending budget.
The M2SD designation was launched in November 2022. Will advisors gravitate to it like they have the CFP and other titles?
Berthel Fisher has been known to sell a variety of alternative investments, which at times can be expensive and volatile.
Wall Street banking group is simplifying its operating model and leadership structure.
Global survey of family office clients pinpoints current and emerging trends.
Leader accused of proposing regulations that are ‘sowing discord and confusion.'
What is the wealth management industry doing to maximize the positives of AI, while protecting against its potentially destructive purposes?
YieldStreet failed to disclose heightened risk, according to the SEC.
This month’s highlights include WiserAdvisor’s acquisition of IndyFin, Joe Duran’s new venture, and Onramp Invest’s acquisition by Securitize and what that suggests about advisors’ interest in recommending cryptocurrencies to clients.
The deepest impact advisors make is guiding clients through the various seasons of life.
As advisors' knowledge about annuities increases, so does their perception of these products.
