Wells Fargo Loses Head of Advisor Recruiting to PNC
By John ManganaroBrendan Krebs will be managing director of PNCI Wealth Advisors.
November 25, 2024
How Advisors Can Use Alts to Boost Portfolios, Gain New ClientsAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
November 25, 2024
What Trump’s Treasury Pick Thinks About Taxes, the Markets and MoreScott Bessent, who leads hedge fund Key Square, wants to renew the '17 tax cuts and loosen regulations.
November 25, 2024
Trump Picks Lori Chavez-DeRemer as Labor SecretaryShe co-sponsored the PRO Act, which makes it harder for companies to classify staff as independent contractors.
November 22, 2024
BofA Private Bank Nabs $7B Advisor Duo in FloridaPhillip Edwards and Lauren Stuhmer join the financial giant from Citi Private Bank.
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 22, 2024
Best & Worst Wealth Firms for Digital Experience: J.D. Power, 2024Transactional capabilities and modern design aesthetics are not enough to satisfy clients, the research group finds.
November 22, 2024
Court Limits FINRA's Power to Expel BrokeragesThe SEC must weigh in before FINRA can cast out one of its members, according to a court of appeals.