Internal Canaccord study found that 70% of the 20 advisors who had the most growth in AUA in the past year were active daily on social media
The investment industry generated $76 billion in economic activity in 2016 and is responsible for providing direct employment for 40,130 workers
After-tax profit for NYSE members rose to almost US$4 billion
But the costs of terminating a long-term administrative employee who had agreed to work for the buyer for at least six months after the sale were the buyer’s responsibility
Kevin Webber and Daniel Brodlieb were drawn to Raymond James for its “unique culture that celebrates and nurtures independent advice”
U.S. retail brokerages still managed to enjoy revenue growth during the first quarter
Wellington-Altus is on the hunt for entrepreneurial advisors
The firm as entered into an agreement with C. Hoare & Co. to acquire its investment dealing and custody business
Further consolidation could alter current industry dynamics
Edward Jones’ goal is to have an advisor in every community