Out of an initial pool of over 500 entrants, here are the winning firms that took home a "Wealthie" at the Wealth Management Industry Awards, held Oct. 11 at the Plaza Hotel in New York City. The awards are meant to recognize recent initiatives...
The number of Gen X /Y millionaires is growing, seniors like ESG and GOODING rocks about financial literacy.
The group also discussed what was driving acquisitions among independent advisory firms.
The wealth manager said it will hire fewer trainees in 2018 yet double the investment in training them, according to a memo sent to UBS advisors.