Due to advancements in technology, financial advisors are getting ever closer to achieving the coveted paperless back office
CI Financial will spend $5.1 billion to acquire Dowling & Yahnke as the Canadian RIA continues to expand its presence in the United States.
The wealth management network said in a statement that it would begin hiring second-career recruits again but do so in a slow and thoughtful manner.
It isn't about advisor efficiency. Traditional Wall Street firms are desperate to compete against the convenience of competing robo investing tools.
Swenson had been on leave to receive treatment for cancer. He will be remembered as a pioneer in alternative assets and an advocate for rebalancing.