Despite a global pandemic, the recruiting wars continue, with Auburn, Ala.-based 20 / 20 Wealth Management Group joining newly acquired Securities America.
Cetera has rolled out an array of resources to help its advisors run their businesses through the coronavirus pandemic.
Recruiting has slowed down at the IBD, due to social distancing and remote working. But the firm has stepped up its virtual capabilities to continue attracting new advisors.
Current market conditions are expected to hit some broker/dealers hard, according to Moody’s, with the ratings agency lowering its outlook on Advisor Group, Cetera and LPL. Raymond James remains stable.
Hardwick, who currently serves as chairman of Riskalyze, will lend her expertise in wealth management technology to work closely with Genstar’s financial services investments.
The rumors of the pending demise of RIA valuations—even in the event of a near-term economic recession—are greatly exaggerated.
The financial planning solution provider has introduced an easily accessible fee-for-service application to its platform
Synergy Wealth Alliance has plans to double its firm every 36 months.
Disasters caused by warming are speeding up, according to Jeremy Grantham—but so are solutions.
