Author: narayan

John Lefferts, who was hired by Cetera Financial Group less than a year ago to lead its supported independence division,

Google Finance now displays prediction market data alongside traditional market information. This integration from Kalshi and Polymarket represents the first

Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are

Sara Naison-Tarajano, a 27-year veteran of Goldman Sachs, is the new head of Ayco, the $26 billion AUM division which

For years, the wealth management industry has treated retention as something to solve only after a top performer resigns or

Live from Las Vegas, host Ryan Nauman welcomes DoubleLine Deputy CIO Jeffrey Sherman to discuss the macro backdrop and portfolio

Earlier this month, LPL Financial was awarded nearly $822,000 in damages, interest and fees in a FINRA arbitration it filed

Raymond James has appointed Kirk Bell as president of its independent contractor division, effective April 1.  Bell succeeds Shannon Reid,

The Trump administration’s Department of Labor has “no current plans” for its own iteration of a fiduciary rule after Texas

For many advisors, success at a wirehouse is relatively easy to measure by assets, production, and growth. But what happens