Advisors looking to bring in Generation X and millennial clients are finding different pricing structures - and not the traditional AUM model - resonates with prospects, according to a new TD Ameritrade Institutional survey.
Edward Jones has named Jim Weddle's replacement. Penny Pennington, who has been with Edward Jones since 2000 and is a principal at the firm, will take over the role of managing director on January 1. ...
Sallie Krawcheck Giving Away $100,000 for Investment in Women At The United State of Women Summit on Saturday, Sallie Krawcheck, co-founder and CEO of women-focused robo advisor Ellevest, announced a new three-week initiative to change the way women approach money. Krawcheck announced she’ll give away $100 to the first 1,000 women who go to the Ellevest website and sign up for an account. ...
Merrill Lynch Names New L.A. Market Executive Anthony DiBlasi, a Merrill Lynch managing director in Bellevue, Wash., is relocating to California to become the market executive for Greater Los Angeles. Replacing DiBlasi is Kerri Schroeder, who will be the new president of the Seattle market. ...
