See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Dr. Sylvia Rose and Dr. Curtis Kidd Telemaque provide thoughtful insights on how RIA can best partner with HBCUs and engage with a diverse talent pool.
New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.
The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value.
Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.