Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.
As the cost of capital comes down, the most active players in the RIA M&A space will invest more aggressively, according to the latest DeVoe & Company RIA Deal Book.
Americana’s leadership and employees will still be significant owners after the deal, while CEO Jason Fertitta and the rest of the leadership team will continue to run the firm.
The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.
In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.
Ninety-two percent of firms surveyed by the ACA Group and National Society of Compliance Professionals have no policies in place for AI use by third parties and service providers.
The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg and Grant Rawdin hope the initiative will help firms adopt best practices for servicing communities.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
