Going Independent: Several Choices, Several Solutions
Here's how to navigate the numerous options available for a dramatic career shift.
Salesforce Releases Cloud CRM for Wealth Managers
The Salesforce Financial Services Cloud is only available for previews now, but general availability is slated for February.
Schwab Goes Big on RIA Training
When even veteran advisors say that Schwab's Executive Leadership program is “by far the best thing Schwab's ever done,” you begin to pay attention.
Focus Adds Wealth Group in Canada; United Capital Picks Up 2 Firms
Each firm acquires groups of advisors with more than $600 million in client assets.
Getting New Clients: The New Wealth Manager
There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!
Wall Street is out of step with the public in promising to make people rich—when their real goal is to have rich lives.
United Capital Adds 23-Member Wealth Management Team
A Denver-based wealth management firm with $2 billion in AUM happily casts it lot with United Capital, becoming its biggest acquisition to date.
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush
With record attendance and high-profile speakers, Schwab’s annual shindig for its RIAs delivered.
United Capital Acquires FlexScore Creators Valley Wealth
United Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.