What Does Money Mean to Your Client?
By Bryce SandersAdvisors need to help clients understand the role money plays in their lives.
December 14, 2020
10 Pros and Cons of Taking On a Minority-Stake InvestorMore RIAs are selling a part of their business to outside investors. Here's what to consider if you're contemplating such a transaction.
December 14, 2020
UBS Sues 6 Advisors Who Jumped to Morgan StanleyThe reps, who worked with nearly $1.8 billion of assets, are accused of "immediately soliciting clients" and asking them to switch firms.
December 14, 2020
Small Businesses, CPA Firms Should Prepare for New PPP FundsAmerican Institute of Certified Public Accountants urges swift passage of more relief for businesses via the Paycheck Protection Program.
December 14, 2020
Top 10 Most Influential Advisors in 2020: InvestopediaThe investment site ranked advisors based on their ability to reach a large, diverse audience.
December 14, 2020
UBS Leaves Comp Plan Unchanged for 2021Wirehouse likely wants to avoid defections, as its Americas advisor headcount was 6,353 as of Sept. 30, down 274 from a year ago.
December 14, 2020
Zurich Agrees to Acquire MetLife's P&C Unit for $4 BillionMetLife wants to focus its U.S. operations on the health market.
December 14, 2020
Term Life Market Held Steady Through October: EconomistsThe researchers found some reduction in the number of products offered to consumers over 75.