| | | | | Stifel CEO Ron Kruszewski warns that if equity markets remain depressed, it will negatively hit wealth management revenue, but keeps earnings guidance intact for 2025 based on the expectation that markets will stabilize. Read More > |
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| | | Market turmoil and political uncertainty could limit the pace of mega deals this year, according to a new Echelon M&A report. Read More > |
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| | | The retirement plan provider has launched a 401(k) platform to simplify plan management for financial advisors and identify employees who may need wealth services. Read More > |
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| | | The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast. Read More > |
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| 4 Keys To Maximizing Your Lead Gen ROI Sponsored by Research Based Solutions Discover actionable strategies to help you shift from generic prospecting to meaningful engagement, improving conversion rates and client retention that can immediately differentiate yourself and grow your practice. Register Now > |
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| | | Open, honest and candid discussion about fiduciary insurance, PE firms struggling, DC plans bleeding assets and if PEPs will transform the industry. Read More > |
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| | | James Verdi was previously with American Portfolios, one of the legacy broker/dealers integrated into a single entity when Osaic rebranded from Advisor Group. Read More > |
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