#WellsFargo wealth division expects to take a $350 million hit to revenue this year due to an unanticipated change it made in the last quarter to boost what it pays clients on cash in their advisory accounts. #wealthmanagement #earnings
AdvisorHub
Financial Services
Middleburg, VA 16,797 followers
Financial Advisor News and Resources
About us
AdvisorHub aims to be the financial advisors’ advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategies.
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https://www.advisorhub.com/
External link for AdvisorHub
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Middleburg, VA
- Type
- Partnership
- Founded
- 2014
- Specialties
- Financial Markets, Financial Recruiting, Advisor Resource, Financial Advisors, and Wealth Management
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Middleburg, VA 20118, US
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Employees at AdvisorHub
Updates
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#RBC added a #Merrill with $640 million in assets in #NewJersey. #wealthmanagement
RBC Nabs Merrill Team Managing $640 Million in New Jersey
https://www.advisorhub.com
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A former #LPLFinancial broker in #California, has cleared his record of his 2020 discharge from the independent broker-dealer. #wealthmanagement #finra
Ex-LPL Broker in California Clears Record of ‘Defamatory’ Firing
https://www.advisorhub.com
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Reserve your spot now for the 2024 Advisors to Watch Summit on October 10 in NYC. Join top advisors from across the country for a full day event on growing your practice. https://lnkd.in/egJmQJRc #wealthmanagement #bestpractices #ria #womeninfinance BlackRock FTSE Russell, An LSEG Business Global X ETFs TradePMR Boosted.ai Sound Income Strategies Apex Fintech Solutions Charles Schwab Independent Advisor Alliance RFG Advisory Edward Jones USCF Investments
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Roughly 34% of employee advisors who are more than 2 years away from retirement say they may not stay with their current firm. #wealthmanagement #ria #rias
More Than One Third of Advisors Open to Jumping Ship: Survey
https://www.advisorhub.com
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For the second straight year, Stifel Financial Corp. – has been ranked No. 1 in the employee advisor segment of the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study℠. #wealthmanagement #stifel #jdpower
Stifel's Successful Formula Leads to More Recognition from J.D. Power
https://www.advisorhub.com
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#FINRA laid out a series of compliance failures, including a deficient alert system and unheeded warning signs, that allowed a former #UBS broker to evade scrutiny for over a decade during which he recommended an unauthorized outside investment. #wealthmanagement #texas
UBS Fined $850,000 for Supervisory Lapses Tied to Barred Texas Broker
https://www.advisorhub.com
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AdvisorHub reposted this
Congratulations to Nora Yousif, CFP®, CDFA®, MBA for being recognized as a 2024 AdvisorHub "Advisor to Watch." Another recognition of all you do for your clients at RBC!
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On June 26th, our own Michael Reidy along with David Lau reviewed key challenges many RIAs are facing in today’s economic environment. https://lnkd.in/g9AZdvWw Security Benefit #wealthmanagement #retirement
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Estate attorneys are creating trusts aimed at extending wealth until people who get cryonically preserved can be revived, even if it’s hundreds of years later. These revival trusts are an emerging area of law built on a tower of assumptions. Still, they’re being taken seriously enough to attract true believers and merit discussion at industry conferences. #wealthmanagement #estates
Can Money Live Indefinitely? Rich People Freeze Themselves, and Fortunes, for Future Revival
https://www.advisorhub.com