Wigand Integrated Wealth Leaves Merrill for Sanctuary With $115 Million in AUM
Reinhold and Sam Wigand became the latest advisor team to bolt for Sanctuary Wealth.
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Ignorance Will Hurt Under New CFP Tech Standards
CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.
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IRS Allows Remote Signature/Notarization for Retirement Plan Elections
Notice 2020-42 issued to accommodate local shutdowns and social distancing measures.
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FPA 'Externship' Is Underway
The virtual-only two-month financial planning course is a first for the organization.
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A Recovery is Shaping Up
A key barometer of investor sentiment points to further gains in the stock market, at least for the short-term. The Bond market is another story.
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LPL's Super OSJ Recruits $370 Million Firm from Wells Fargo
Broadway Graham Wealth Partners is based in Illinois, and its founders said they'd be joining Private Advisor Group out of a desire for independence and to benefit from the independent b/d's tech options.
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Startup Studios: A Different Approach to Investing
Is there money to be made in idea factories?
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Enhancing Value When Planning a Business Exit Strategy
Transitioning from life as a business owner to a retiree should be thought of not as a moment in time—but as a journey.
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Built To Be Remote: FA Match Relaunches Recruiting Platform
Taking lessons learned from the pandemic, FA Match is launching a new iteration of its advisor recruitment platform.
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The Rise of Direct Indexing in a Zero Commission World
A new world of zero commission trading and direct indexing.
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LPL Expands Executive Bench As It Builds Out New Channels
The firm has added talent over the last several months to build out its employee channel, premium affiliation model and advisor training program.
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The Business Exit Strategy: Valuation
Business owners will need to be nimble, flexible and willing to pivot.
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Ten Business Lessons from Famous Novels
Sometimes the most powerful business lessons are embedded in novels.
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Is Anything Working to Improve Racial Diversity in Wealth Management?
The industry has swiftly issued statements of support for the protesters this week, and promises to "do better" for all. Beyond words, what initiatives in wealth management are actually moving the needle?
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WealthTech Winners Circle Podcast: Tech Assisting Advisors Now More Than Ever
Envestnet's Stuart DePina discusses how AI enables advisors to stay in touch with their clients.
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RBC Adds Two Wirehouse Teams in the Northeast
The brokerage has recruited a team from UBS, with $650 million in AUM, and one from Merrill Lynch, with $220 million, this week.
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COVID-19 to Take Hybrid Robo Advisors Mainstream
CB Insights says the recent market volatility shows that investors still want a human advisor relationship.
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Encourage Clients to Embrace Family History
Portraits, photography and visual art are powerful tools.
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An Operational Path Forward for Asset Managers
Hold on to the lessons of the pandemic as the industry tries to go back to "normal."
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