Moving to a new firm may seem daunting. Get the specifics on making the transition, including a timeline and guidance on critical elements such as a communications platform and client portal. Most important: Learn how to make it happen with the autonomy you want, as well as the resources and infrastructure you need.
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Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.
15m ago -
The acquisition will bring LPL as much as $285 billion in AUM and 2,900 advisors when it closes in the second half of the year.
5h ago -
Also this week, Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay bump.
March 28 -
Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.
March 28 -
As group president of Envestnet Solutions and co-chief investment officer at Envestnet, D'Auria is responsible for research, overlay, direct indexing, sustainable investing and retirement services.
March 28 -
Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation.
March 27