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1. • 

     Steward Partners Scoops Up $320M Merrill Team in Florida

     WealthManagement.com· 5 days ago

     A Naples, Fla.-based team led by advisor Alicia Fuller has left Merrill Lynch after nearly 40 years...

2. • List Plus: New Mexico financial planners give 2024 economic predictions, advice - Albuquerque...

     The Business Journals· 2 days ago

     In its annual Financial Planners List, Albuquerque Business First looked at the growth in asset volume of New Mexico's top financial planning firms and asked financial planners in the state ...

3. • Market Whales and Their Recent Bets on BAC Options - Bank of America (NYSE:BAC)

     Benzinga· 23 hours ago

     Bank of America's consumer-facing lines of business include its network of branches and deposit-gathering operations, retail lending products, credit and debit cards, and small-business services ...

4. • 

     LPL Recruits $4.6B OSJ from Lincoln

     WealthManagement.com· 1 week ago

     Pilot Financial, a large network of 105 advisors with $4.6 billion in assets under management, has moved its advisory and brokerage business to LPL...

5. • 

     Gorman to Step Down as Morgan Stanley Chairman at Year-End | ThinkAdvisor

     ThinkAdvisor· 6 days ago

     James Gorman will cede his role as Morgan Stanley chairman at year-end, capping a nearly two-decade...

6. • Gorman to leave Morgan Stanley at the end of the year

     Crain's New York Business· 6 days ago

     Gorman pulled off a Wall Street rarity last year — picking a successor while persuading the losing candidates to stick around anyway. The Australia-born banker jumped from Merrill< ...

7. • 

     James Gorman is bringing his 18-year stint at Morgan Stanley to an end

     Business Insider· 6 days ago

     This story is available exclusively to Business Insider subscribers. Become an Insider and start...

8. • CreativeOne Wealth LLC Has $117,000 Stake in Invesco Preferred ETF (NYSEARCA:PGX)

     ETF DAILY NEWS· 3 days ago

     CreativeOne Wealth LLC reduced its holdings in Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 29.3% during the 4th quarter, according to its most recent filing with ...

9. • Addressing Auto Holdouts | PLANADVISER

     PLANADVISER· 5 days ago

     Automatic enrollment and escalation are key factors in the growth of 401(k) retirement savings and so widely accepted that they will be mandatory next year for plans penned after the SECURE ...

10. • 

      Inside The $200 Billion Billionaire Factory

      Forbes· 5 days ago

      Inearly April 2020, when Covid fears were at their peak and private market deal flow was almost entirely on hold, Marc Lipschultz, cofounder of what was...