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Mission: To add transparency to the financial services industry.
From the Publisher: Sometimes, clients just need to be reminded that there are no easy answers.
https://advisorhub.com/sirianni-a-little-advice/
I’m frustrated watching some of our largest firms take the easy way out. They rely on outside advice and ownership that is far removed from the typical advisor’s day to day experience.
EXCLUSIVE: UBS Wealth Management told thousands of advisors this week that they were overpaid throughout 2018 as a result of an error by the firm’s payroll processor ADP, and will have to return money to the firm, according to a memo reviewed by AdvisorHub http://ow.ly/muiO30otkwS
Miscalculated pay deductions tied to forgivable loan bonuses will require more than half of UBS’s brokers to return from hundreds to hundreds of thousands of dollars, sources said.
Client assets fell in all units of the scandal-plagued bank’s wealth and investment management division in the first three months of 2019, while another 140 brokers, net, left Wells Fargo Advisors.
http://ow.ly/rtkM50q0me3
Client assets fell in all units of the scandal-plagued bank’s wealth and investment management division in the first three months of 2019, while another 140 brokers, net, left Wells Fargo Advisors.
Today is the day! Be able to educate your clients about Indexed Universal Life. AXA's webinar at 2pm is free to financial advisors!
https://cc.readytalk.com/r/tuq6c2o5t9z&eom
Date: Thu, Apr 4, 2019, Time: 02:00 PM EDT, Host(s): AXA & AdvisorHub. Learn our philosophy when it comes to indexed universal life (IUL), and how we've put that philosophy into our enhanced IUL Protect. We'll discuss IUL at its basic level, how the market has changed to develop two types of IULs an...
TOMORROW! Be able to educate your clients about Indexed Universal Life. AXA's webinar on April 4th is free to financial advisors! https://cc.readytalk.com/r/tuq6c2o5t9z&eom
Date: Thu, Apr 4, 2019, Time: 02:00 PM EDT, Host(s): AXA & AdvisorHub. Learn our philosophy when it comes to indexed universal life (IUL), and how we've put that philosophy into our enhanced IUL Protect. We'll discuss IUL at its basic level, how the market has changed to develop two types of IULs an...
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Be able to educate your clients about Indexed Universal Life. AXA's webinar on April 4th is free to financial advisors! https://cc.readytalk.com/r/tuq6c2o5t9z&eom
Date: Thu, Apr 4, 2019, Time: 02:00 PM EDT, Host(s): AXA & AdvisorHub. Learn our philosophy when it comes to indexed universal life (IUL), and how we've put that philosophy into our enhanced IUL Protect. We'll discuss IUL at its basic level, how the market has changed to develop two types of IULs an...
Sign up for the AdvisorHub newsletter and let us come to you! Get the latest breaking, markets and fintech news delivered to you! https://advisorhub.com/newsletter-sign-up/?footer
please fill out form to receive advisorhub daily in your email.
Retail brokerage and RIA services giant gave CEO Bettinger a 9% boost in compensation and its founder Chuck Schwab an almost 10% bump to reward a 52% gain in firm’s earnings per share. http://ow.ly/mCPt30ofDwg
Retail brokerage and RIA services giant gave CEO Bettinger a 9% boost in compensation and its founder Chuck Schwab an almost 10% bump to reward a 52% gain in firm’s earnings per share.
Sponsored: Navellier weekly market commentary, German bund yields, Brexit, crude oil and more market commentary for the week of March 29th. http://ow.ly/S1tb30ofrTO
Weekly commentary on current markets by Louis Navellier of Navellier and Associates.
Merrill Lynch has tapped a new manager to oversee its 159-advisor Orange County complex, as the wirehouse musical chair phenomenon intensifies. http://ow.ly/Glvf30ofrGw
Moves San Diego manager to broader role overseeing Orange County branches after promoting its former head to run Texas region.
A high-school dropout says he’s found his niche servicing the complex financial needs of individuals and families coping with a neurological disorder that is being diagnosed in young children with increasing frequency. http://ow.ly/KbYR30oeF4Q
A high-school dropout says he’s found his niche servicing the complex financial needs of individuals and families coping with a neurological disorder that is being diagnosed in young children with increasing frequency.
From the publisher - Introducing our site re-launch!
https://advisorhub.com/from-the-publisher-introducing-our-new-site-design/
I am happy to announce the re-launch of the AdvisorHub website.
Longtime Dallas branch head who was “permitted to resign” is now managing partner of Chapwood Investments, an RIA whose founder Ed Butowsky was a Fox Business commentator who has lawsuits against Schwab and media groups. http://ow.ly/CSs730oewZP
Longtime Dallas branch head who was “permitted to resign” is now managing partner of Chapwood Investments, an RIA whose founder Ed Butowsky was a Fox Business commentator who has lawsuits against Schwab and media groups.
Be able to educate your clients about Indexed Universal Life. AXA's webinar on April 4th is free to financial advisors!
https://cc.readytalk.com/r/tuq6c2o5t9z&eom
Date: Thu, Apr 4, 2019, Time: 02:00 PM EDT, Host(s): AXA & AdvisorHub. Learn our philosophy when it comes to indexed universal life (IUL), and how we've put that philosophy into our enhanced IUL Protect. We'll discuss IUL at its basic level, how the market has changed to develop two types of IULs an...
Morgan Stanley has plugged a hole in its large-branch management structure by moving Bernardo “Bernie” Duque to oversee more than 100 brokers at its Penn Plaza branch in New York City, but continues to look for managers to fill other recently vacated seats http://ow.ly/ZBXO30odCiY
Search for field managers continues, as promotion of Bernie Duque to Manhattan branch leaves open his seat in Providence.
Connecticut-based independent firm restyles itself as The Private Wealth Partners, a RayJay-affiliated independent firm that has recruited former UBS executive Marten Hoekstra and Merrill Lynch executive Phil Sieg to attract advisors. http://ow.ly/yFLA30odpXY
Connecticut-based independent firm restyles itself as The Private Wealth Partners, a RayJay-affiliated independent firm that has recruited former UBS executive Marten Hoekstra and Merrill Lynch executive Phil Sieg to attract advisors.
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Sponsored: Download our exclusive client-ready financial literacy guide to ensure your clients’ families are prepared for the future.
https://advisorhub.com/resources/increasing-financial-literacy-tips-to-educate-and-engage-clients/
Out of the Box, a series by Mark J. Grant - Insights on Treasury bonds http://ow.ly/Vwjz30ocBVf
Out of the Box, a series by Mark J. Grant,Chief Global Strategist, Fixed Income Managing Director for Riley FBR Inc.
Three brokers with 104 years of collective experience and a reported specialty in advising on company stock holdings leave Wells after more than a decade with Morgan Stanley. http://ow.ly/a9m830ocBTX
Three brokers with 104 years of collective experience and a reported specialty in advising on company stock holdings leave Wells after more than a decade with Morgan Stanley.
Partner Spotlight: Out of the Box, a series by Mark J. Grant - Insights on the new Brexit date http://ow.ly/QsK930ocqVD
Out of the Box, a series by Mark J. Grant,Chief Global Strategist, Fixed Income Managing Director for Riley FBR Inc.
Dallas judge turns down request for a restraining order against two advisers producing more than $2 million who jumped a week ago to Steward Partners. https://advisorhub.com/morgan-stanley-loses-bid-to-mute-brokers-who-jumped-to-rival/
Dallas judge turns down request for a restraining order against two advisers producing more than $2 million who jumped a week ago to Steward Partners.
Have AdvisorHub come to you! Get the latest news, content on the markets, fintech and more! Sign up here: https://advisorhub.com/newsletter-sign-up/
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Sponsored: Stifel recently marked the 10-year anniversary of the current bull market, and would like to share some observations as they look back, and offer some perspectives as they look forward into the rest of 2019 and beyond. http://ow.ly/Lkk630obzaq
We recently marked the 10-year anniversary of the current bull market, which is a milestone worthy of some commentary. We would like to share some observations as we look back, and then, importantly, offer some perspectives as we look forward into the rest of 2019 and beyond.
Apple Inc. and Goldman Sachs Group Inc. are joining forces in the consumer credit business, launching the Apple Card credit card for iPhones. http://ow.ly/VbI730obz6Q
Apple Inc. and Goldman Sachs Group Inc. are joining forces in the consumer credit business, launching the Apple Card credit card for iPhones.
Partner Spotlight: College Enrollment Scandal, Advisors’ Teachable Moment http://ow.ly/FfLF30obhZe
Insights from Michael Sakraida, founder of the Financial Advisor Network (FAN) group, and how the recent collage admissions scandal is relevant to financial advisors.
Raymond James Financial has scored two veterans from Merrill Lynch in recent weeks, picking up a longtime complex manager in Seattle and a New Orleans broker with over two decades in the industry. http://ow.ly/oclh30obhW0
Washington State manager Timothy Burnett is at least the third wirehouse complex manager to have joined Raymond James’s employee channel in the past two months.
Wall Street brokers have taken the unprecedented step of urging U.S. regulators to let them charge clients separately for stock and bond analysis, a change that would upend the industry if it happened. http://ow.ly/9VDW30o9FhR
Wall Street brokers have taken the unprecedented step of urging U.S. regulators to let them charge clients separately for stock and bond analysis, a change that would upend the industry if it happened.
Sponsored: Hybrid RIAs can maintain both a brokerage and advisory business – giving them the opportunity to create the future they imagine for themselves and their clients. http://ow.ly/dngu30o9wWl
Hybrid RIAs can maintain both a brokerage and advisory business - giving them the opportunity to create the future they…Read More
This week's market commentary by Louis Navellier - Brexit, oil prices, and more. http://ow.ly/O96o30o9wTP
This week's market commentary by Louis Navellier - Brexit, oil prices, and more.
Raymond James-affiliated firm says it will use investment from Cynosure Partners to expand and allow some stakeholders to monetize their positions. http://ow.ly/S8VG30o9wRx
Raymond James-affiliated firm says it will use investment from Cynosure Partners to expand and allow some stakeholders to monetize their positions.
The Financial Industry Regulatory Authority on Thursday projected a widening hole in its operating budget for 2019 as its regulatory responsibilities expand, but said it will not seek to increase member fees for the sixth straight year. http://ow.ly/Ha1530o8NDD
Partner Spotlight: Out of the Box, a series by Mark J. Grant, Chief Global Strategist, Fixed Income Managing Director for Riley FBR Inc. http://ow.ly/2hDV30o8BDo
Out of the Box, a series by Mark J. GrantChief Global Strategist, Fixed Income Managing Director for Riley FBR Inc.
The Swiss bank’s U.S. wealth arm “effective immediately” is no longer hiring wealth planning associates, trainees who help teams write financial plans and were a farm club for the next generation of advisors http://ow.ly/zde230o8Bsd
The Swiss bank’s U.S. wealth arm “effective immediately” is no longer hiring wealth planning associates, trainees who help teams write financial plans and were a farm club for the next generation of advisors.
Broker in Atlanta managed $222 million for Wells customers before jumping to Ameriprise while a Waddell’s Washington State manager joins an independent advisory firm. http://ow.ly/XpnS30o7U8y
Broker in Atlanta managed $222 million for Wells customers before jumping to Ameriprise while a Waddell’s Washington State manager joins an independent advisory firm.
Sponsored: A European Banking Crisis? http://ow.ly/1wfI30o7EZ3
Risk and Brexit, opinion piece from Mark J. Grant, Chief Global Strategist, Fixed Income Managing Director, B. Riley FBR Inc.
UBS Wealth Management USA has disbanded its “practice management group” of internal coaches who consulted with brokers on growing assets and gave them tips on teaming and other productivity tools, according to sources familiar with the move. http://ow.ly/sAKD30o7EFX
UBS Wealth Management USA has disbanded its “practice management group” of internal coaches who consulted with brokers. In an apparent cost-cutting move, the Swiss banking giant has eliminated a longstanding group that coached financial advisors on growing assets and teaming.
In response to shareholder backlash, Ameriprise Financial has made “substantial changes” to its executive compensation program, leading to a 23% cut to Chairman and Chief Executive James Cracchiolo’s 2018 pay, the company said in its annual proxy filing. http://ow.ly/h3RW30o6Xar
Firm imposed new limits on James Cracchiolo’s incentive pay after a majority of Ameriprise shareholders voted their discontent over executive pay.
Sponsored - Risk Avoidance: Where Not to Go http://ow.ly/cYuC30o6KKM
In my forty-four years on Wall Street, I have learned a few lessons. One of the most important ones is…Read More
UBS Wealth Management USA has stuck its tongue out at bank and other competitors with a 3% teaser rate on a one-year certificate of deposit, but some of its brokers are upset at the way it marketed the promotion. http://ow.ly/g4Gs30o6KlD
Teaser rate in short-term offer was promoted in mass mailings to customers, irritating some brokers who weren’t given chance to opt their clients out of the offer.
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