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Top Nine Summer Reads Recommended by Advisors to Elevate Your End-of-Sea...
August 18th, 2023
WealthManagement.com surveyed the best-read financial advisors to compile the perfect end-of-summer reading list.
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CFP Exam Achieves Highest Pass Rate in 8 Years
August 17th, 2023
In July, the CFP Certification Exam was taken by 2,926 candidates, and nearly seven in ten of them passed.
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Edward Jones Collaborates with Citi to Offer Checking and Savings Accounts
August 16th, 2023
Edward Jones & Co. has teamed up with Citigroup to provide banking services to approximately 8 million customers.
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Private Equity Firms Offer Discounts and Incentives to Investors
August 15th, 2023
Private equity firms are intensifying competition for investors by initiating fee discounts and presenting additional incentives.
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Edward Jones' Headcount Rebounds Strongly
August 14th, 2023
Edward Jones & Co. has rehired 46 of its alums in the past 18 months, demonstrating the success of its efforts to enhance advisor support and flexi...
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Merrill Elevates Requirements in Overhaul of Accelerated Growth Program
August 11th, 2023
This week, Merrill Lynch made the eligibility requirements for early-career advisors stricter in its Accelerated Growth Program (AGP), which has be...
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Fee-Only Advisors Propel Surge Toward Low-Cost Funds
August 10th, 2023
Morningstar reports that investors managed to save approximately $9.8 billion in fees for open-end mutual funds and exchange-traded funds (ETFs) du...
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Bonuses Increase or Decrease Depending Upon Position
August 9th, 2023
Experts predict that merger advisors' bonuses will decrease this year due to the stagnant nature of the business. On the other hand, asset-manageme...
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Is the Era of AUM Fees Fading Away?
August 8th, 2023
Advisors have traditionally found it straightforward to advocate for fees tied to clients' portfolio sizes, using the rationale that asset-based fe...
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Wall Street Giants Anticipate $8.9 Billion Hit From Bank Failures
August 7th, 2023
The largest US banks anticipate contributing nearly $8.9 billion to restore the US government's fundamental Deposit Insurance Fund.
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