The new way of presenting fund information has been available to Merrill Lynch Wealth Management advisors for some time, demonstrating how BofA’s offerings in wealth are converging, regardless of where the client sits.
The Iowa-based wealth management office left Wells Fargo, exchanging equity for Carson capital.
The former CEO of HD Vest came to an agreement with the $60 billion RIA late last year.
After selling LearnVest to Northwestern Mutual in 2015 and then working as the firm’s first innovation officer, von Tobel is leaving the insurance company to start a new venture.
The custodian’s current majority owner, Parthenon Capital Partners, will retain a minority stake in the company.
Four harbingers of change that are redefining the landscape for advisors at all levels.
The researchers at Aite Group shared what they think will be the biggest trends in wealth management and how firms can prepare for them.
