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WEB4 days ago · Avoiding Surprises: When is it Time to Talk About Transitioning Wealth. While it can be a delicate subject, the earlier financial advisors start encouraging their clients to plan the decumulation of their wealth, the better the results. This is the first article in Financial Advisor IQ’s special report on generational wealth transfer.
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WEBLPL Wins Praise of $535M FA Team Returning from Wells’ Indie Channel. Doug Lockwood, an advisor leaving Wells Fargo to rejoin LPL after eight years, touted the “care” of LPL from CEO Dan Arnold down to the firm’s transition and service team.
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WEBAug 22, 2024 · Edward Jones announced Wednesday that it's teaming up with U.S. Bank to offer the brokerage's U.S.-based clients access to co-branded checking accounts and an "enhanced" credit card offering.. U.S. Bank, which is already Edward Jones' partner on a credit card, will issue, service and operate the new and expanded offerings with a dedicated service team as well as resources available at U.S ...
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WEBMar 12, 2020 · Raymond James has launched a new program to help retiring advisors with succession and acquisition planning. The Advisor Emeritus program sets up retiring advisors with successors who'll work with them as consultants for up to two years before their planned retirement, according to the company. Raymond James says advisors and their consultants ...
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WEBJun 20, 2024 · Goldman Custody Unit Can Be 'Additive' Option for RIAs: Exec. Goldman Sachs Advisor Solutions Managing Director Jeremy Eisenstein says the relatively newer custodial entrant sees opportunity in serving as an 'additive custodian' for existing RIAs to complement their current custodial provider.
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WEBApr 14, 2022 · UBS, Vanguard, Schwab, Northwestern Top Investor Satisfaction. Overall, however, advisors are behind on delivering comprehensive advice, possibly as a result of relying too much on digital tools, according to J.D. Power.
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WEBSep 9, 2020 · Raymond James says it poached a financial advisor from Wells Fargo Advisors.. Edwin "John" Lamberty joins Raymond James & Associates, the firm's employee advisor channel, in its new Albuquerque, N.M. office, according to a press release from the firm. He previously managed more than $126 million at Wells Fargo, where he spent the past nine years of his more than three-decade financial services ...
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WEBOct 28, 2022 · This piece first ran in Financial Advisor IQ's sister publication, Ignites. A 2018 lawsuit alleging that Edward Jones misled clients when transferring their assets from commission-based accounts to fee-based accounts will head to trial, a California district court judge ruled on Wednesday.. The broker-dealer allegedly engaged in a "reverse churning scheme," by funneling customer assets into ...
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WEBBy Sam Del Rowe | January 23, 2024. Firms should invest in “the family at the center” of client relationships, according to David Chubak, head of U.S. business unit and branch development at Edward Jones. Source: FA-IQ + Transcript.
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WEBSep 29, 2022 · First Eagle was the top trophy-taker among mid-size managers with seven. Blackstone garnered the most awards among boutique retail asset management firms, taking seven titles. Among recordkeepers, Empower and Fidelity tied in number of category wins. Contact the reporter: [email protected]. Purchase a reprint: click here or (212) 542-1265.