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.
"If we don't grow, then we abdicate that opportunity to our competition," says James Weddle, managing partner of Edward Jones, which hopes to surpass Morgan Stanley as the industry's largest brokerage by headcount. 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.