Prudential Wealth Advisors posts record sales, doubles down on recruiting
Record quarterly sales and 450 advisor hires in 18 months signal a wealth management transformation underway at Prudential…
Business Spotlight: Experience Wealth helps central Wisconsin families plan for what comes next
Wausau Pilot & Review From left: Heather Schreiner, Susan Schulz and Barbara Hogue stand behind Steven Schreiner in this…
Aprio grows wealth management in Texas
Top 25 Firm Aprio has acquired Garner Asset Management Corporation in Plano, Texas. Processing Content The addition of…
Quentin Tarantino refuses to give a ‘penny’ of his $150 million net worth to his mother
Many people promise themselves the first thing they’d do if they became millionaires is pay off their parents’…
Wealth transfer: Handover starts long before the inheritance
Firms that adapt their proposition, technology and service model will be best placed to keep the client relationship…
Edward Jones CEO Penny Pennington recommends ‘giving while living’
Many older people save their money in order to leave something to their families when they pass on.…
The Future of Financial Advice | Evan Vladem’s Vision for 2046
What will financial advice look like 20 years from now? Evan Vladem explores how AI may transform wealth…
Gen Z job-hopping surge driven by a quest to improve finances
New research reveals that more than half of Gen Z workers plan to change jobs before year-end, but…
Schroders Wealth Management picks StanChart’s Jyane Quek to lead Asia wealth marketing
Schroders Wealth Management has appointed Standard Chartered’s Jyane Quek as its Asia head of marketing and communications. Quek…
Multiple senior UBS Wealth directors jump to rival wealth manager
Five senior investment specialists at UBS Wealth Management have jumped ship to join rival firm LGT Wealth Management…
Brian Kovack, CEO of Kovack Financial Network on Scaling Advisory Practices
Automation, niche focus and smarter regulation will decide which advisory practices scale and which stall, writes Brian Kovack…
Wells Fargo Makes New Push to Recruit Wealth Managers
Wells Fargo has spent the last few years overhauling its wealth management business. Now, the banking giant is…