The Client: Special services

Ex-Goldman Exec Joins Deutsche Bank’s Americas Wealth Unit

August 11, 2022No Comments

Rod Colburn built out Goldman Sachs' private bank lending business.

70% of Aging Adults Want In-Home Care. Can They Afford It?

August 8, 2022No Comments

While most aging Americans would prefer to stay at home as they get older, 57% have yet to consider a budget for what their at-home healthcare may cost.

LPL is Boosting FAs’ Value Proposition to Clients. Here’s How

August 4, 2022No Comments

Lending solutions and cash management are part of the strategy.

Athletes Turned Advisors: Different Arena, Same Skills

August 3, 2022No Comments

From perseverance to teamwork, advisors say skills from the court, rink or field transfer well to the financial advisory industry.

Average Millennial Owes $100K+ in Non-Mortgage Debt

August 1, 2022No Comments

In addition, 67% of millennials carry credit card debt, with an average balance of $5,349, according to a recent report from real estate firm Clever.

Doubts Over College Degrees Impact Investment Choices

July 21, 2022No Comments

Only 5% of advisors in a Capital Group survey say education saving is a top priority among their clients.

Charitable Donor Giving Soars in Wake of Covid-19, Ukraine

July 21, 2022No Comments

Schwab Charitable says its donors bolstered grants to charity by 27% to over $4.7 billion in the fiscal year ending June 30.

Merrill’s One-Stop Shop Ambition; Andy Sieg Touts Work-from-Office Culture

July 19, 2022No Comments

The firm is investing in its technology and expanding its alternative investment and lending offerings for clients, according to the wealth management chief.

Wells Fargo Consolidates Platforms, Woos Independents

July 18, 2022No Comments

The company has been consolidating its brokerage and private wealth management units since 2020.

Ric Edelman’s New Firm Wants to Teach FAs About NFTs

July 13, 2022No Comments

The Digital Assets Council of Financial Professionals has launched a self-study course for which advisors can earn one continuing education credit.