See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The New York Post published an interesting article recently explaining to the lay reader just what, as the NYP’s headline writers put it, the Libor scandal really means. The paper’s headline read, “Li(e)bor Confirms It’s Rigged.” Wait. Bankers...
If you want something, just ask for it, as the saying goes. In this industry, that same philosophy has been applied to getting referrals. But Stephen Wershing, president of coaching firm The Client Driven Practice, says advisors are going abou...
While most insurance firms have been selling off their broker/dealer subsidiaries, AIG has reportedly emerged as the most likely buyer of Woodbury Financial Services. But reactions to the potential deal were mixed.