Industry News
Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.
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Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane most advisors choose.
August 24 -
A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
August 13
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FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.
July 16 -
During the bank's first-quarter earnings call, Jane Fraser dismissed a recent report that Citi is entertaining the idea of buying a large U.S. regional bank.
April 14 -
The top five banks and thrifts had combined assets of more than $13 trillion as of Dec. 31.
April 29 -
Credit unions are continuing to buy community banks, although at a slower pace than in 2024.
April 24 -
The top five banks and thrifts have combined deposits of more than $7.5 trillion in Q4 of 2024.
April 17 -
President Donald Trump's tariff moves, a flicker of life at the Consumer Financial Protection Bureau and the Federal Deposit Insurance Corp.'s future.
April 8 -
The CEO of $2 billion-asset Clearview Federal Credit Union credits her career to a lifelong love of learning.
March 11
