The Advisor Sentiment Index, relaunched in January, suggests financial advisors are much more optimistic about the state of the stock market than they are about the broader economy—though most expect the economy to catch up over the next year.
Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.
The $1.5 billion firm launched its 1099 platform earlier this month after months of preparation. WhiteCliff Wealth Management CEO Robert Seiden is the first advisor to come on board.
A Kansas federal judge said there was some overlap between the litigation and arbitration against former Edelman advisors who left for Mariner, but it wasn’t “significant enough” to justify a pause in the case.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
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.
