Leo Almazora
Allianz Life research reveals more US adults imagining a gradual transition, with two-thirds thinking about working part-time as retirees.
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.
Advising high-net-worth families and individuals, the two veterans are breaking away from the wirehouse giant to join the $2.5B independent.
Serving multigenerational clients, the three former Janney Montgomery Scott advisors in Connecticut include a 46-year industry veteran.
From data accuracy to active listening and a focus on efficiency and simplicity, the best research platforms for financial advisors lead on several fronts.
The wealth management giant has gotten even more colossal as it welcomes $115 billion in assets and some 1,400 advisors.
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
The veteran advisor, whose resume includes time in Silicon Valley, brings a $275M book that includes lawyers, small business owners, and widows.
Extended to eligible RIA clients, the new offering takes the staid practice of securities lending to the alternative investment space.
