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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.
After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.
Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.