FinLit Advocate Brings First Fraternity to Financial Planning
Mac Gardner is working to expand the MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the profession.
Source: wealthmanagement.com
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What Andy Sieg exit means for advisors at Merrill and Citi
Although the new leaders at Merrill could offer advisors new hopes, the firm could well suffer further attrition after Andy Sieg's defection last week to Citigroup.
Source: financial-planning.com
December 2022 Riskalyze Fintech Five
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Source: wealthmanagement.com
Preparing advisors for the great wealth transfer with CRM alerts, childhood financial literacy and piggy banks
Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.
Source: financial-planning.com
Bank and credit union wealth management studied by Kehrer Bielan
The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.
Source: financial-planning.com