Affluent 'Advice Seekers' Want One Advisor but Seek Better Options: Cerulli
By Michael S. FischerAdvisors need to build credibility with these investors to keep them loyal, Cerulli says.
October 16, 2024
XYPN Unveils 'New Path to Independence' via Corporate RIA, With a TwistThe Sapphire offering differs from other corporate RIAs in key ways, co-founders Michael Kitces and Alan Moore say.
October 16, 2024
Morgan Stanley Shares Soar Most in 4 Years on Q3 Profit SurgeThe wealth unit generated revenue of $7.27 billion, with $64 billion in net new assets.
October 15, 2024
Ameriprise Says LPL Urged Advisor to Improperly Lure ClientsLPL's "regular pattern and practice is to encourage recruits to violate their contractual agreements," Ameriprise alleges.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 15, 2024
Stone Point Returns as Kestra's Top Private Equity BackerStone Point first invested in Kestra in 2016 and later sold its minority share to Oak Hill Capital.
October 15, 2024
Jeremy Siegel Sees More Stock Gains AheadFed rate cuts should support more market gains but likely not a runaway rally, the WisdomTree economist says.
October 15, 2024
Carson Group Adds $1B Group in MidwestThe RIA is bringing on Sweet Financial, a 12-person team based in Fairmont, Minnesota.