Just two weeks after reopening its Atlanta offices, wealthtech vendor Riskalyze closed again to wait out the mayhem that ensued from violent clashes during George Floyd protests.
TD and Schwab shareholders voted in favor of the merger; Schwab expects the deal to close in the second half of this year, with an integration period of 18 to 36 months.
Attend this webinar on June 18 and hear leading experts in portfolio-reporting technology, innovation and wealth management solutions provide answers to key questions.
After the Office of Management and Budget reviews the proposal, it will be published and subject to a comment period, leaving the Trump administration with a tight window to implement it before the presidential election.
In a remote hearing before the U.S. Court of Appeals for the 2nd Circuit, XYPN attorneys argued the proposal would cause financial harm to financial planners.
Mitzi Perdue, the daughter of Sheraton Hotels' co-founder and wife to the late chicken icon Frank Perdue, shares advice on how to develop a culture that supports keeping the business in the family.
Kestra’s CEO says there are an increasing number of b/ds looking to sell, especially in the current environment, and his firm is interested in adding an employee channel via acquisition.
Much like physicians treating sick patients, financial advisors must assess the situation, make a recommendation and explain to clients the risks so they can make an educated decision about their financial health.
“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
