It Started With A Handshake

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Advisor count continued to rise at Ameriprise Financial in the second quarter although productivity notched lower due to market volatility that hurt trading, the firm said today...

Few community banks and credit unions offer wealth management services to their customers. But many of these firms are struggling and looking for new sources of income. Broker/dealers are finally tapping these untouched firms with revenue-sharing...

Insurance firms constantly go through cycles of acquisition and sale when it comes to their broker/dealer subsidiaries. But the current sell cycle is different, and it may shake up how the business works.

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Niches are beautiful As markets change and the financial advisory industry demands new services, advisor teams that have the right skills and are paying attention can position themselves as the next go-to practice. There's this push for...

Location: Melville, N.Y. Assets under Management: $500 million plus Production: $5 million Expertise: CPAs Some advisors make teaming up with CPAs look so easy. Jonathan Kuttin is one of them. But a successful partnership doesn't happen overnight...