Digital technologies offer rapid, intuitive, 24/7 support for clients, but the wealth management industry has been slow to adapt, according to Boston Consulting Group’s 2014 Global Wealth report...
With brokerage training programs in disarray, firms are looking toward assistants and associates to help shoulder the load
New report suggests the b/d business may be bottoming out and firm registrations are moving into positive territory
Retention and recruitment deals are still an active component in the big firm landscape. But for how long?
HighTower and Focus Financial continue to snag advisors from the wirehouses. The HighTower Network picked up a Sacramento-based advisor team with $300 million under management from Merrill Lynch on Tuesday, while Focus partner firm LVW Advisors...
Advisor compensation and assets continue to grow by double-digits. But competition is getting fierce.