This content is from: Practice Management Is Declining Advisor Headcount at a Tipping Point? Nearly 40 percent of financial advisors plan to retire in the next 10 years, and overall advisor headcount growth is starting to decline. As a result, an opportunity could be at hand for younger advisors. By Holly Deaton June 29, 2022
This content is from: Wealth Management Bento Engine Scores $1.1 Million in Seed Funding The firm’s product puts CRMs “on steroids.” By Holly Deaton June 23, 2022
This content is from: Investing Bank of America Makes Its First Investment in Alts Platform iCapital iCapital’s CEO Lawrence Calcano told RIA Intel that the alternative investment giant has a runway of about $500 million in capital due to previous fundraising rounds and was not actively seeking the investment. By Holly Deaton June 23, 2022
This content is from: Wealth Management SEC Slams Schwab with $187 Million Fine for Misleading Clients About Robo Profits The company neglected to disclose to investors that it had mandated preset cash allocations in robo accounts, a process that lowered investor returns, according to Schwab’s own internal study. By Holly Deaton June 15, 2022
This content is from: Wealth Management For Some in Finance, Moonlighting as a Comedian Is Paying Dividends “In the evenings, I get to go out, and use my voice, and play, and say things that I’m not allowed to say during my workday,” one hedge fund employee said. By Nadja Sayej June 13, 2022
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