Kabir Sethi to Leave LPL Financial
Wealth Management
by Diana Britton
32m ago
A public filing cited an “organizational realignment of certain business functions” as the reason for the departure ..read more
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Vanguard CEO Tim Buckley To Step Down By Year’s End
Wealth Management
by Patrick Donachie
8h ago
The firm’s board is already conducting a search for his successor. Additionally, Greg Davis has been appointed as president in addition to his current role as chief investment officer ..read more
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RIA Edge 100: Growth by Design, Not by Default
Wealth Management
by WealthManagement.com Staff
9h ago
Wealth Management IQ and Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business ..read more
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RIAs Aren’t Growing, and It’s a Problem We Need to Fix
Wealth Management
by Robb Baldwin
9h ago
The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth ..read more
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WealthTech Spotlight 2024
Wealth Management
by
9h ago
Unveiling the evolution of WealthTech, exclusive insights and perspectives on industry development from T3 ..read more
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A $515M Indiana Team Returns to LPL from PNC
Wealth Management
by Diana Britton
13h ago
Advisor Seth Marshall cited LPL’s evolution and specialized resources for high-net-worth clients as reasons for his return ..read more
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Stepp & Rothwell: Keeping It Old School
Wealth Management
by
13h ago
Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience ..read more
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Diamond Podcast for Financial Advisors: Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
Wealth Management
by Mindy Diamond
14h ago
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise ..read more
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RIA Edge Podcast: Adding Client Services Doesn't Always Add Value
Wealth Management
by David Armstrong
16h ago
Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and Marshberry shows widely different motivations and approaches—and sometimes elevated expectations for the impact on firm value ..read more
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Orion Expands Advisor Access to DPL's Fee-Based Annuities Platform
Wealth Management
by Davis Janowski
1d ago
RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance ..read more
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