U.S. Family Offices Lead Global Ranks With $396,000 Salaries
There are more than 10,000 single-family offices globally, at least half of which were started in the past two decades
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Reconnecting With Clients During COVID-19
Where do you want your career and practice to be when the 'new normal' arrives?
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Advisor in Dynasty’s Backyard Leaves UBS to Start His Own Firm
Former UBS advisor Matt Kilgroe, who advises sports and entertainment professionals, has left the brokerage to launch his own firm, Cyndeo Wealth Partners.
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Morgan Stanley Sued for Race Bias by Former Head of Diversity
Marilyn Booker claims in her lawsuit that senior leaders at Morgan Stanley refused to adopt her plan to address racial bias at the firm and instead terminated her.
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Will COVID-19 Change the Way We Work Forever?
Physical space will be reduced, office layouts will be adjusted, and shifts of employees coming in and out of the office will be instituted.
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Clayton Says COVID-19 Underscores Need for Reg BI
The SEC Chairman also introduced a new website for clients to assist them in reading their Form CRS, and said advisors should focus on ensuring rollover recommendations are sound.
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Summit Street Wealth Management Joins LPL from MML
Wisconsin-based Summit Street Wealth Management was partly attracted to LPL because of President and CEO Dan Arnold’s history in the bank channel.
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Three advantages of going independent
Ever wonder why so many choose to run their own business?
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When it pays to outsource.
Find the tipping point for being rep as PM on smaller accounts.
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Oranj Adds Liberty One to Model Marketplace
Liberty One, which was founded in 2012 by a group of advisors, creates model-based, individual equity allocations.
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WealthManagement.com Industry Awards Finalists Announced
The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.
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Two States Push Rules Requiring Form CRS From State-Registered Advisors
The state securities commissioners are making a mistake mandating state-registered advisors adhere to the SEC's June 30 deadline to complete the form, according to securities attorney Max Schatzow.
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Raymond James Fires Employee Over Black Lives Matter Clash
Robert Larkins, a managing director at Raymond James, and his wife, Lisa Alexander, confronted a protester stenciling “Black Lives Matter” in chalk outside his own San Francisco home.
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Advisors Forecast 2020 to Be Similar to 2018, Not 2008
Despite the market losses reaching as high as -34%, advisors say returns will be in the single digits.
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Advisors See Higher Satisfaction Among Clients With Financial Plans
More than eight in 10 advisors (81%) believe clients with a financial plan had less discomfort and anxiety during the market volatility, according to an eMoney survey.
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Edward Jones Outlines Steps to Address Racism
The brokerage commits to a pay analysis and a $1 million investment in the National Urban League, among other things.
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Did Kylie Jenner Lie to the IRS?
The beauty mogul might end up in hot water after Forbes uncovered tax document inconsistencies.
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Celebrity Estates: Amy Winehouse and Working with Millennial Clients
Douglas Boneparth details ways financial advisors can get started working with millennial clients.
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Expert Advice for Managing Your Practice During a Health Crisis
This timely eBook provides a powerful roadmap for helping clients mitigate uncertainty in an unstable market, work toward their goals, and stay focused on their long-term objectives amid the current global health crisis.
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SEC Charges Advisor for Senior Fraud
The SEC charged Nashville advisor Frederick Stow for defrauding two seniors, one a World War II veteran.
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