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Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.
June 5
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The St. Louis-based brokerage is also encouraging representatives to become Certified Financial Planners as it experiments with fee-based fiduciary business models.
June 5 -
LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.
June 5 -
The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.
June 4 -
The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.
June 4 -
With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.
June 4 -
A planner and and an RIA entrepreneur discuss the impact of rapid consolidation and shifting forms of affiliation.
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Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help.
May 30 -
Management changes expected to help in CEO Ermotti's wealth management ambitions in the U.S.
May 30 -
The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through to the intended audience.
May 29
