Wealth Enhancement Group Adds $1B RIA: Recruiting Roundup
By Janet LevauxMeanwhile, Raymond James brings on two wirehouse teams with over $720 million, and LPL nabs teams with a total of $235 million.
July 17, 2019
Cybersecurity (Again) Is Advisors' Top Compliance ConcernAn IAA and ACA Compliance Group poll reveals RIAs also worry about advertising and marketing rules.
July 17, 2019
Financial Advisors Can't Wait for Nontransparent Active ETFs: SurveyEighty-five percent of the 200 advisors surveyed by Broadridge Financial Solutions say they're likely to use these ETFs.
July 16, 2019
Wells Fargo, Schwab Beat Estimates: Q2 EarningsBank of America Merrill Lynch will release its Q2 figures on Wednesday, while Morgan Stanley will do so on Thursday.
July 16, 2019
Orion's Purchase of Advizr Made Sense, but Challenges Remain: Wealth Tech ExpertsOrion's "still not well positioned to compete against" the threat posed by Envestnet and faces pricing pressure, Kitces says.
July 15, 2019
Ritholtz Relaunches Digital Service at Betterment for AdvisorsThe service has no minimums and charges 50 basis points, which will be evenly split between the two firms.
July 15, 2019
Schwab Aims to Buy USAA Brokerage Business: ReportCharles Schwab is said to be offering about $2 billion for the unit.
July 15, 2019
Skience Launches New Version of Its Wealth Management Platform: Portfolio ProductsAlso, the Model FA online community has launched a resource library and podcast.