Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
Stifel CEO Ronald Kruszewski remains upbeat about his latest acquisition of Barclays' wealth management unit despite rising advisor attrition, telling analysts that "it will still be a wonderful deal from a shareholder perspective." more »
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.