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Financial Advisor IQ
1 天
Indie FA Wins $136K in Poaching Dispute with Ex-Employee, Wells
A Financial Industry Regulatory Authority arbitration panel has ruled in favor of a longtime financial advisor who accused ...
Financial Advisor IQ
1 天
Growth-Minded FAs Increasingly Turn to Model Portfolios
Advisors have moved to a more planning-based approach from a portfolio-centric approach since the 2008 financial crisis, ...
Financial Advisor IQ
1 天
Modern Wealth Adds $1.4B RIA in Idaho
Modern Wealth has been steadily acquiring RIAs across the country since its founding in April last year, most recently adding ...
Financial Advisor IQ
2 天
Ameriprise FA Count Dips on Junior Advisor Turnover: CEO
Ameriprise Financial 's advisor count has dipped amid turnover among junior advisors, but the firm's chief executive officer, ...
Financial Advisor IQ
3 天
The Democratization of Private Credit, and What that Means for Your Clients
SS&C uses optical character recognition, or OCR technology, and machine learning to capture all the statements going to those ...
Financial Advisor IQ
3 天
Your Client Wants One Advisor ... It May Not Be You: Cerulli
Advisors need to be proactive in understanding their clients and coming up with solutions to develop long-term relationships, ...
Financial Advisor IQ
3 天
RayJay's Private Client Group AUM Up 25% YoY as FY'24 Profits Hit Record High
For fiscal year 2024, meanwhile, net revenue in the unit also reached a new high, of $9.46 billion, which was 9% higher than ...
Financial Advisor IQ
3 天
Many Americans 'Terrified' of Swapping Paycheck for Retirement Income: Survey
Fifty-one percent of nonretired Americans are "concerned" or "very concerned" about outliving their assets in retirement, ...
Financial Advisor IQ
4 天
EF Hutton's Former and Current CEOs End Legal Scrum
The saga between the investment bank EF Hutton and its former Chief Executive Officer Joseph Rallo appears to have come to a ...
Financial Advisor IQ
3 天
FA Retirements Have Dragged on Stifel’s Recruiting Push: CEO
The firm has “been dealing for a while” with balancing recruiting and retirements, according to Chief Executive Officer Ron ...
Financial Advisor IQ
4 天
J.P. Morgan Seeking TRO Against FA Who Left for Wells Fargo
J.P. Morgan is suing a former private client advisor accused of violating a post-employment agreement by soliciting former ...
Financial Advisor IQ
4 天
B-D to Pay Nearly $350K over Rep's High-Volume Trading
PHF Financial rep Baris Cabalar's trade recommendations caused more than $1 million in customer losses while generating more ...
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