Osaic buying Lincoln Financial Group's wealth business for $700M
The Reverence Capital Partners-backed firm will add 1,450 financial advisors and $108 billion in client assets upon the expected close next year.
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Ask an advisor: Are we in for a soft landing?
The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?
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Merrill Edge in hot seat over rates paid on IRAs
The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.
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Active management still kicking on eve of a passive milestone
The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.
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Edelman snaps up $1.5B firm, one of its largest recent deals
The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.
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We're AI optimists when it comes to financial advice — here's why
There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.
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Edward Jones study: Young clients want to retire early but aren't ready
Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.
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Wells' comp grid dangles clear rewards before top producers
Recruiters see the banking giant's offering as central to its bid to retain top teams and prevent them from going independent.
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Cartoon take on estate planning aims to turn client dread into joy
Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.
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Arkadios lands two more teams with $600M from its onetime brokerage
In its latest recruiting win from Osaic's Triad Advisors, the firm established its first office in a new region and picked up a half dozen financial advisors.
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Preston Cherry and Tom Rieman break down the ideal advice experience
The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.
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Apollo taps BlackRock veterans in key wealth and insurance units
Apollo and other alternative asset managers are vying for executives with connections to the world's biggest fortunes.
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Shenkman taps former NBA Player Jay Williams for board
Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
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Here's how financial firms can disrupt the status quo and truly commit to diversity
Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.
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Sparks fly at DOL hearing on Biden's 'retirement security rule'
One side hurled accusations of "scare tactics." The other complained of "regulatory overkill." On Day 1, the debate over a new retirement regulation got off to a dramatic start.
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Ex-Wells employee already barred as a broker gets SEC boot from advisory industry
Bans on working at brokerage firms don't lead to prohibitions on acting as an RIA as often as one might think.
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JPMorgan shuttering robo-advisor citing low profits
Come the second quarter of 2024, JPMorgan Automated Investing will be no more.
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Young investors' support for ESG causes declines in 2023 'gut check'
Once considered key drivers of the boom in ESG investing, millennial and Gen Z investors no longer seem so supportive now that the economy is experiencing more turbulence, a new study finds.
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Citi wealth exec to depart in latest exit from unit
The change comes over massive overhaul as the mega bank seeks to build divison under Sieg.
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TD shifts Wiggan to wealth unit as Rhodes exit spurs shakeup
Wiggan is taking the place of Ray Chun, who will run the Canadian personal banking division.
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