Hybrid RIA Concurrent Adds Schwab as Custodial Option for Advisors
By Jeff BermanConcurrent, a former OSJ with Raymond James, relaunched this year as a hybrid RIA.
October 18, 2023
TD Bank Customers Report Missing Direct Deposits: 'Where Is Our Money?'Customers reported missing paychecks and Social Security payments.
October 17, 2023
Affluent Investors Relying More on Advisors: CerulliIncreased personalization is driving this shift, the research group finds.
October 17, 2023
Regulators, Groups Fight Over AI Rule FitInsurers want some stretch. New York wants insurers to run specific types of statistical tests.
October 17, 2023
Atlanta Life Emerges With Support From Magic Johnson's Life InsurerEric Holoman, EquiTrust Life's CEO, will also lead Atlanta Life.
October 17, 2023
Raymond James Hit With Sexual Harassment, Discrimination SuitThe suit also accuses Raymond James of not paying a VP as much as male co-workers.
October 17, 2023
Ex-Betterment Exec Launches Startup Matching Advisors With ClientsAlex Choi, formerly of Betterment for Advisors and Morgan Stanley, is CEO of the new company, FinanceHQ.
October 17, 2023
Fidelity Rolls Out Indie Hub to Draw Breakaway AdvisorsJust half of advisors say they're knowledgeable about firm types and independence models, survey data shows.