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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
1 天
Citi Sweetens Recruitment Deals in NY, LA to Lure $1M+ FAs
Even as Citigroup is slashing thousands of jobs as part of its massive overhaul under Chief Executive Officer Jane Fraser, the firm is looking to expand its financial advisor ranks with new deals ...
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
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
3 天
Ameriprise FA Ranks Shrink in 3Q But Assets Up 5%
Nonetheless, the unit's total client assets reached a record $1 trillion by the end of September, representing a 5% increase ...
Financial Advisor IQ
3 天
'Scale Matters' in Broker-Dealer Space: Osaic CEO
“The scale players are the ones who can control their own destiny,” according to Osaic Chief Executive Officer Jamie Price.
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