The Firm Teams With Advisor/Author Cary Carbonaro To Launch The Women & Wealth Masterclass That Trains Financial Planners To Better Serve Female Clients.
Plus Our Deals & Recruiting And Wealthtech Roundups; Our Annual Guide To Asset Management Conferences; AI And Growth; FSI’s Recommendations To Congress; How AI Notetakers Introduce Liability; Recruiting By Prudential, Cetera And Oppenheimer; RIA M&A Trends; Sequoia’s Purchase; And More
Acquisitions By Allworth, Sequoia, Savant, F.L.Putnam And Summit; Aquiline Invests In Flourish; New Mountain Exits Lincoln Investment; Recruiting By NewEdge, Prospera, Cetera And Osaic; And An Appointment By Merit
Congress Should Enact Legislation On Advisor Compensation, Financial Exploitation, Tax Treatment For Investors, Protection For ‘Abandoned’ Investments And The Taxation Of Fraud Victims
