Raymond James Launches New Pride Network
Raymond James has launched a network of advisors to support the LGBTQ+ community.
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LPL Seeks Co-Head of New Employee Advisor Channel
The individual will be responsible for relationship building and P&L for LPL’s new W-2 affiliation model, seeded by the acquisition of Allen & Co.
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Franklin CEO Has ‘Zero Tolerance’ for Racism After Cooper Firing
Jenny Johnson, chief executive officer of Franklin Resources Inc., said the company is reviewing its diversity and inclusion efforts.
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Goldman Sachs Names Ross N.Y. Region Head of Wealth Management
Nicole Pullen Ross succeeds Gary Giglio, who’s stepping down July 1 to focus on charitable causes, including LGBTQ and veterans’ issues.
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Michael Kitces' #FASuccess Podcast: Talking Career Changing with Sara Stanich
Cultivating Wealth founder Sara Stanich talks in-depth about her journey through the advisory industry.
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Timing is Everything When It Comes to Self-Dealing Rules
Private letter ruling should provide comfort to fiduciaries interacting with private foundations.
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