Financial Advisor Blog - Page 71

Top Ten Competitors Vying For Your Clients

June 21st, 2023
The term "financial advisor" is used frequently by all kinds of professionals in the financial services industry.

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Top 15 Small and Midsize Cities with the Best Quality of Life

June 20th, 2023
Livability.com and Applied Geographic Solutions collaborated to produce their 10th annual list of the 100 best small and mid-sized cities in the Un...

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Emojis in Financial Advisory: Industry Regulators Engage in Serious Deba...

June 19th, 2023
Emojis are widely accepted among advisors as a quick way to show enthusiasm or add a friendly tone to their messages.

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Commonwealth Acquires $881M Firm From Securian Financial

June 16th, 2023
Commonwealth Financial Network has acquired Foundations Financial Partners from Securian Financial.

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UBS Completes Takeover of Credit Suisse, Forming Global Wealth Managemen...

June 15th, 2023
UBS has successfully acquired Credit Suisse, resulting in the formation of a prominent global wealth-management powerhouse.

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Former GPB Capital Executive Pleads Guilty To Fraud

June 14th, 2023
Jeffrey Lash, former GPB Capital Holdings managing director, has pled guilty to a single count of wire fraud in connection with an alleged $1.8 bil...

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15 Events to Impress Clients: A Guide for Financial Professionals

June 13th, 2023
When advisors offer unique and enjoyable experiences, they increase the opportunities to enhance their relationships and attract new clients.

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Wells Fargo Expands Focus On Its Independent Advisor Channel

June 12th, 2023
Wells Fargo's independent advisor channel is growing at a faster rate compared to its traditional employee channel known as the Private Client Grou...

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Raymond James Executives Embrace the Launch of Private Wealth Group and ...

June 9th, 2023
Raymond James Financial is fully embracing its newly established "private wealth" division and aims to have approximately 500 advisors designated u...

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Lodging Fund REIT III Faces Leadership Change as CEO Resigns

June 8th, 2023
Corey Maple, chief executive officer of Lodging Fund REIT III Inc., has resigned but will continue to serve as chairman of the board of directors.

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