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Poll: 15 Classic Books on Investing and the Markets

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Highlights

Q&A With Sanctuary Wealth’s Jim Dickson

Jul 22, 2021

The Sanctuary Wealth founder and CEO shares his firm's plans for the New York office, the Azimut investment, the possibility of adding...

Morgan Stanley Stresses Three Wealth Channels in Q2 Results

Jul 15, 2021

'We kind of think we’re creating—and not to be arrogant about it—but a new mousetrap,' said CEO James Gorman...

BofA Sheds Over 400 Advisors as AUM Grows

Jul 14, 2021

A senior Merrill Lynch executive said the bank expects single-digit growth in headcount as it focuses on its...

WMTV: The Premiere Source for Wealth Management Video Content

You lead a fast paced life and wealth content should match it, this is why we created WMTV. Your destination for Wealthmanagement.com coverage on investments, practice management, fintech and more.

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Wells Fargo Continues to Lose Advisors

Jul 14, 2021

While the brokerage's headcount keeps dropping, those that stay at the firm are becoming more productive and raking in additional client assets.

Wealth Enhancement Group Acquires Los Angeles–Based RIA Oakwood

Jul 08, 2021

The deal with Oakwood Capital Management represents Wealth Enhancement Group’s second acquisition in Southern California, adding five advisors and $1.04 billion in client assets.

What's the Future of the IBD?

Jun 29, 2021

Independent broker/dealers are expanding their affiliation models, with many following advisors into the fee-only RIA space—does it signal the end of the IBD as we know it?

Commonwealth Lures First Wirehouse Team Into New Access Advisor Program

Jun 22, 2021

Melville, N.Y.–based Keith Ryan, a former UBS advisor with $140 million in client assets, is the first to join under Commonwealth’s new pricing model for breakaway advisors.

Stratos Wealth Enterprises President Lou Camacho

Emigrant-Backed Stratos Buys Minority Stake in Summit Wealth Partners

Jun 22, 2021

The deal represents a continuation of Stratos' acquisition strategy, which is to take nonvoting minority interests in RIAs and...

Informa Connect Launches 'Wealth Management EDGE'

Jun 16, 2021

The multiday program will include the traditional WealthStack and Inside ETFs events, as well as RIA EDGE, designed for...

Blucora CEO and President Christopher Walters

Blucora Expects TaxAct/Avantax Synergies to Bring $2B in New Assets

Jun 15, 2021

CEO Christopher Walters laid out his plans to bring together Blucora's tax software and wealth management businesses.

Sanctuary Recruits Eight Wells Fargo Breakaways to Its Global Business

Jun 14, 2021

Eight advisors break away from Wells Fargo, following its exit from international business, and join Sanctuary's global wealth management business.

CUNA Mutual Group to Move Wealth Management Business to LPL

Jun 14, 2021

CUNA Mutual will become one of LPL Financial's largest clients, with 550 advisors and $36 billion in assets.

Exclusive: Cetera Retains Over 90% of Voya’s Advisors in Acquisition

Jun 09, 2021

Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.

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