Adviser First Partners Blog
Wealth Management Magazine
Grappling with margin pressure, consolidation and fragmentation, the sector questions its identity.
Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.
The basic yet revealing query shows why it’s not just about FINRA registration as a BD and 1099 contractor status for advisors.
For the first time, the ranks of the top 25 firms according to their annual business include single entries for IBD networks.
The bank says an announcement on how far the current 51-cent payout would drop is expected in mid-July.
The industry outranked asset classes including private equity and venture capital, which have historically ranked higher in a Credit Suisse survey.
The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.
The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.
The firm had a target of joining the "$1 trillion club." Instead, clients withdrew more than $157 billion from its 2017 merger to the end of last year.
The announcement was welcomed by Wall Street lobbying groups, some of whom sued to vacate the Obama-era regulation.
As more active strategies embrace the exchange-traded model, the landscape may be shifting.
The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.
Billion-dollar teams are voting with their feet. Here’s where they are going.
The privileged realms of American finance still look much the way they did a decade ago, or even two or three decades ago.
Michael Kitces, co-founder of XY Planning Network, says the group is mulling its options after a federal court struck down the organization’s lawsuit against the SEC rule.
Speculative investors bought a net 206,227 S&P 500 E-mini contracts in the week to June 23, the most since 2007.
Some say conversations about race have no place in the workplace. We disagree.
The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.
One of the certifying organizations has taken a Netflix-like approach to advisor education.
Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans, according to people familiar with the matter.
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