Lars Knudsen called his former employer “bullies, plain and simple,” claiming the RIA made false allegations about him, including accusing him of brandishing a gun in the office.
Monthly subscription fees for financial planning were up 6% from 2022, according to a new AdvicePay study.
Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.
According to J.D. Power’s annual survey on self-directed investors, Fidelity took the top marks for DIY investors seeking guidance, with Charles Schwab following closely behind.
Michelle McIntyre will step in to oversee national business development, and Michael Goldfader will manage the West Coast.