As the bank winds down consumer loans on its Marcus platform, it is looking to fee-based revenue from alternative funds and private banking to support near-term growth amid market uncertainty.
3 minAdvisor Features
Advisor Events
The Teams Summit brings together elite-tier advisory teams for three days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management.
The Independent Summit gathers elite-tier independent practitioners to create a forum for sharing ideas and establishing best practices. The three-day program will offer strategies for managing your team, building your practice and identifying risks and opportunities in the year ahead.
Grayscale
Many investors expect to see an uptick in the cryptocurrency market in 2023. Join us to discuss why they remain bullish on the long-term viability of the digital asset ecosystem, what lessons can be learned from 2022, and discuss safer alternatives for those willing to take the risk.
As the bank winds down consumer loans on its Marcus platform, it is looking to fee-based revenue from alternative funds and private banking to support near-term growth amid market uncertainty.
3 min
The regulator ordered Huntleigh Advisors and an affiliated firm to pay nearly $900,000 for allegedly breaching their fiduciary duties with regard to disclosing conflicts of interest.
4 min
Lindsay Hans will replace Don Plaus, who is retiring after more than 30 years with the firm.
2 min
The advisor signed on with LPL’s breakaway unit, which provides extra support to wirehouse teams that want to establish independent practices.
2 min
Americana was founded by ex-Morgan advisor Jason Fertitta and is backed by Dynasty Financial Partners.
2 min
The deal to be acquired by Clayton, Dubilier & Rice values Focus at more than $7 billion.
2 min
Laurel Wealth Advisors is joining Integrated to help support continued growth.
3 min
Podcasts
The founder of Professional Planning Group and master storyteller discusses the power of transparency and having a light touch. Host: Greg Bartalos.
Intelligence Report
What Kind of RIA Are You?
A new research report from the Barron’s Advisor ranking team finds the independent RIA industry settling into three distinct types of firms. Find out where your firm fits in. Download Report
Guide To Wealth
Living to 100: Your Financial Road Map
People are living longer. How to make retirement savings last, handle healthcare costs, and live life to the fullest. Read the Guide To Wealth