Wells Fargo, Advisor Headcount Still in Trouble: Q4 Earnings
By Janet LevauxThe bank will limit asset growth in 2019; meanwhile, another San Francisco-based wealth firm tells a rosier story.
January 14, 2019
Carson Taps American College Prof to Lead New Retirement EffortJamie Hopkins was an associate professor of taxation at The American College of Financial Services.
January 14, 2019
Envestnet Says Yodlee CEO to DepartEnvestnet says Yodlee's sales have nearly doubled since it purchased the firm.
January 10, 2019
Warning to Advisors: Your Clients Don't Always Listen to YouHartford survey finds communication disconnects (e.g., on bear markets) between advisors and clients.
January 10, 2019
Advisors Must Embrace Tech to Keep Competitors at Bay: CFP BoardDigital Advice Working Group offers advisors three pieces of digital advice as they head into the new year.
January 10, 2019
Carson Wealth Nabs $500M Wells Fargo Team: Recruiting RoundupLPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.
January 09, 2019
Waters Says Shutdown Is 'Jeopardizing' Markets, InvestorsSEC's skeleton crew is hindering agency's ability to "hold bad actors accountable," Waters said on the House floor.
January 09, 2019
United Capital Launches Mobile App for InvestorsThe app "gives clients the tools they need to understand their financial lives and gives advisors a dynamic way to engage their clients untethered to geography. The future is bionic," says United Capital's Duran.