By Wendy Leung, InvestmentNews.com – Many advisors believe their options narrow with time. Wendy Leung explains why today’s wealth management landscape offers more flexibility and opportunity than ever before.
By Karmen Alexander, AdvisorHub – In the largest of the moves, Brian T. Whitney joined Wells’ private client group on Friday in Los Angeles, according to the spokesperson. He produced almost $1.7 million in annual revenue from $400 million in assets, the spokesperson said.
By Wendy Leung, FAMag.com – 5 criteria for advisors to consider when weighing the risk vs. the reward in a move.
By Wendy Leung – Major players are acquiring independent broker dealers with increased frequency, leaving advisors caught up in these sales to wonder what the impact will be on their business. Here are four actions to take to find out.
Forbes’ listed advisors Jansen and Julie Bailey launched Acunis Wealth Partners with Wells Fargo’s independent channel, FiNet.
In two separate moves last week, an Iowa duo managing $1.2B and a team from Oklahoma City managing $705mm left Merrill.
by AdvisorHub Staff, AdvisorHub.com – Two Merrill Lynch teams who managed nearly $2 billion in assets combined have abandoned the thundering herd in Iowa and Oklahoma.
A father and son-led independent firm operating under a broker dealer mess with success and launch a “new and improved 3.0” version of their business.
By Jake Indursky, CityWire – Alfa Advisory will provide financial planning to entrepreneurs and business owners.
By Wendy Leung, InvestmentNews.com – While it may seem “safer” to stay put, there are risks in doing so that many advisors are unaware of.
