National Planning Holdings (NPH), the independent broker/dealer network of Lansing, Mich.-based Jackson National Life Insurance Company, plans to roll out a social media initiative this fall, which will allow its 3,563 reps to use Twitter...
With the breakaway broker debate raging, and smaller independent b/ds imploding all over the place, we launched our first Independent Broker/Dealer Report Card survey.
In an email memo, Krawcheck, the head of Bank of America’s wealth management business, told Merrill’s thundering herd that the bank’s new “garden leave” employment policy agreement won’t apply to them. Under...
Boutique one-office shops still dominate the RIA industry. But a number of RIA firms are now expanding aggressively with an eye to creating a national footprint.
