Finance News
Credit Suisse Wealth Staff Told to Prep for Management Roles
UBS is trying to retain many of Credit Suisse's wealth managers, along with the client relationships they oversee.
By NB
Jul 7, 2023
JD Power: Advisors Increasingly Bogged Down by Administration, Compliance
Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other 'non-value-added' tasks, according to a new J.D. Power survey.
By NB
Jul 7, 2023
NAPFA Updates Membership Standards to Allow for Some Commissions
The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.
By NB
Jul 7, 2023
The Word on WealthTech for July 2023
Doug Fritz, F2 Strategy's co-founder and CEO, provides his take on the most important wealthtech news of the last month.
By NB
Jul 7, 2023