News

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.

Highlights

Commonwealth, LPL Now Using Asset Levels, Not Production Rates, to Calculate Recruiting Deals

Jan 24, 2022

Commonwealth is now structuring its forgivable notes for new advisors as basis points on the advisors' assets, rather than their...

Envestnet Takes Stake In Sallie Krawcheck's Ellevest

Jan 24, 2022

Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.

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Bank of America Ousts Advisor Over Racially Charged Tirade at Smoothie Shop

Jan 24, 2022

He confronted employees after a mistaken drink order sent his peanut-allergic son to the hospital.

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Twenty Original Financial Planning Aphorisms

Jan 21, 2022

Pithy truths from working financial advisors.

Ultra-Rich Americans Are Asking BofA’s Katy Knox Some Unusual Questions

Jan 21, 2022

The head of Bank of America’s private bank oversees a group managing customers ready to invest at least $3 million. Business is booming, she says.

Are Women More Invested in Growth Than Men?

Jan 21, 2022

Female advisors outinvest their male counterparts when it comes to marketing.

BofA Revamps Wealth Management Product Teams Under Sieg and Knox

Jan 21, 2022

“These changes are about streamlining our wealth-management businesses and pulling product capabilities closer,” Merrill Lynch President Any Sieg said.

CFP Board Announces New Commission to Adjudicate Appeals

Jan 20, 2022

The commission will include five members who do not currently sit on the CFP Board’s Board of Directors, and its chair...

Hype or Not? Episode 1: Cryptocurrency

Jan 20, 2022

Industry consultant Tim Welsh and Tech Editor Davis Janowski debate the merits of digital assets, cryptocurrencies and the...

Facet Wealth's Funding Follows Change in Business Model

Jan 20, 2022

A focus on consumer marketing and a formula for advisor efficiency were met with lofty expectations and millions in additional...

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News

Wealth Management industry news covering the financial markets, trends and wealth professionals. Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.