Investmentnews Email Newsletter: Former head of Osaic B-D hops to AssetMark (June 28, 2024)

The pulse of the financial advisory industry

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Former head of Osaic B-D lands at AssetMark

"Having relationships with financial advisors is one of the greatest assets these senior executives possess," said one industry official.

There is nary a bear in sight, yet advisors need to take geopolitical worries into account, says a Wellington-Altus stategist.

Asking clients why they're satisfied helps advisors plant stories that lead to referrals, a report from Capital Group found.

VIDEO

LibertiFi President Alli Jordan breaks down how advisors can outsource their middle-office operations so they can spend more time with clients.

An increase in retail investors over the last four years begs the question: what’s makes it so popular? Advisors weigh in.

MORE NEWS

With 24 years of experience, including a lengthy stay at Goldman Sachs, the seasoned veteran is joining the fast-growing independent in Florida.

Building client relationships, cost containment, and high interest-earning cash accounts a priority for most wealth firms, reveals survey.

New fiscal spending bill threatens DOL fiduciary rule

The proposed legislation governing funds for fiscal year 2025 would hamper the agency’s ability to administer, implement, or enforce the rule.

Report shows $4.3T ETF haul in retail financial advisor channels, with even larger allocations by 2025 as model portfolios unlock opportunities.

The pitcher-turned-wealth manager is among a $380M advisor team in Delaware that’s joining LPL from PNC Investments.

The AI superstock's blistering rally has inflated his private foundation's assets, triggering a rule that it could struggle to follow.

The conservative majority decision nullifying a nearly $1M penalty could hamper the regulator's power to extract high-dollar settlements.

OTHER NEWS

New report shows potential departures driven by strong desire for skills growth

Former head of Osaic B-D hops to AssetMark