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Summary: Folio Financial says it has rolled out a new robo-advisor platform for both financial professionals and investors that includes tools for goals-based financial planning and specialized portfolio building.
Added on December 2018 in M&A Issues
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Summary: Broker-dealer M&A activity continues as 2018 draws to a close, with Wentworth Management Services on Friday announcing its acquisition of World Equity Group, a midsized independent broker-dealer outside Chicago with close to 180 brokers and nearly $40 million in annual revenue.
Added on December 2018 in Join an RIA
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Summary: [Podcast] An episode for all members of the wealth management community, from those at wirehouse firms to independent business owners.
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Summary: The CFP Board’s Center for Financial Planning isn’t just talking about diversifying the advisor workforce, it’s trying to do something about this stubborn problem for the profession, and CFPs themselves are at the center of that solution.
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Summary: Chris Chen was 18 years old when he moved to the U.S. from Europe, where his Chinese father and German mother met each other in Spain. Mr. Chen was born in Switzerland and grew up in Belgium and France before his family moved to America in 1978, just in time for college at the University of Rochester in New York.
