2+ day, 1+ hour ago   (592+ words) Seven in ten wealthy Americans say their financial advisor has never asked to manage a larger share of their assets despite 95% of advisors saying they actively try to consolidate client assets. SEI Investments Company surveyed 518 financial advisors and 302 high-net-worth investors…...

1+ week, 5+ day ago   (497+ words) &Partners has added Crown Legacy Wealth, a Bellevue, Washington-based practice managing $838 million in prehire assets, marking the firm's 123rd advisor practice since its founding almost three years ago. The addition, announced late last week, extends a recruitment run that has made…...

3+ week, 1+ day ago   (509+ words) Financial advisors competing primarily on cost may be fighting the wrong battle. That's according to new research from TransUnion, which finds that trust and reputation now outweigh fees as the leading factor investors use to select and stick with a…...

3+ week, 2+ day ago   (472+ words) Carson Group has expanded its footprint in Atlanta, adding a $405 million advisory practice just days after it hired an industry veteran to help draw more advisor talent into its independent channel. The Omaha, Nebraska-based firm revealed Thursday that it has…...