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.
Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with financial advisors.
The markets are kinder to new Democratic presidents than Republican presidents, Kestra Financial recruits two wirehouse teams and Envestnet Tamarac boosts its Veo integration.
Sen. Elizabeth Warren sent a letter to 33 wealth management firms, asking if they planned to reverse changes they have made to be compliant if there was a delay.
Former financial advisor steals $5 million from Alanis Morissette, millennials parents get financial help from their parents and the grades are in on client websites and apps.
A new report chastises 25 brokerages and insurance firms for marketing their employees as advisors, while eschewing that term in legal filings against the DOL.
Insurance policies the ultra rich should look into, Advisor Group names a new head of acquisitions and Janney partners with Advicent for DOL compliance.