18 Oct, 2024 | Admin | No Comments
Lawsuits Pit Ameriprise, LPL in 'Economic War' Over Advisor Recruiting
Separate lawsuits have LPL Financial and Ameriprise Financial battling over advisors leaving, claiming breach of contract and misuse of confidential client information.
The Department of Education already announced that the rollout will be delayed for a second year in a row.
18 Oct, 2024 | Admin | No Comments
Sanctuary Rolls Out Internal Marketing Initiative, Specialist Network to Partner Firms
Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.
John Hardin will join UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior Wealth Strategy Associate Katelyn O’Hara will join him.
The figure represents growth of 67% from year-end 2022.
Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners
17 Oct, 2024 | Admin | No Comments
Former Private Advisor Group CMO to Lead StepStone Private Wealth Marketing
Berta Aldrich will fill the newly created role; StepStone also hired a new head of RIA enterprise relationships.
The estate planning technology provider also announced a two-way integration with eMoney Advisor.
Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head in 2022, is now a freelance coach for business executives and family offices, according to her LinkedIn profile.
16 Oct, 2024 | Admin | No Comments
MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products
Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey.