The Advisor Transition Problem Broker-Dealers Still Have Not Solved
Broker-dealers have pushed transition planning for years, but advisor aging, client continuity and succession risk now make it urgent.
Osaic Says Advisors Are Adopting AI Faster Than Expected
Osaic CEO Jamie Price says advisors have quickly adopted Jump and Zocks AI tools as wealth firms race to improve advisor workflows.
Cetera, LPL And Prime Capital Add Advisor Teams Across Several Markets
Cetera, LPL and Prime Capital added advisor talent from Osaic, Nations Financial Group and other major firms as recruiting continues.