Merrill Holds Advisor Pay Steady for 2025
By John ManganaroChanges made to the comp plan in 2024 were successful, advisor program head Tim Shook says.
October 23, 2024
Raymond James Tops Estimates, Adds 75 Reps in Latest QuarterIts private client assets jumped 25% from a year ago to $1.5 trillion.
October 23, 2024
Many Advisors Say They Do Comprehensive Planning. The Facts Suggest Otherwise.A new Cerulli research report shows big gaps between what advisors say they provide and what clients receive.
October 23, 2024
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
Fidelity: RIA Deal Size Rises, Volume Eases in 2024The asset manager sees the slight pullback in M&A volume as a sign of marketplace health.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 23, 2024
Leading RIAs, Wealth Managers Launch 'Net Positive' ConsortiumMariner Wealth, Wealthspire and AdvoKate IQ are among the founding members.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.