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October 28, 2020

JPMorgan Rebrands Wealth Mgmt Biz, Aims to Add 50 Advisors Annually
"With one unified brand instead of three, we can concentrate our efforts to make more people aware that they can invest with us,” JPMorgan advisors were told in a memo.
UBS Developing Mobile App Tool to Make FAs ‘Omnipresent:’ Exec
The wirehouse is also developing a training program for a “sandbox” version of a new wealth management platform.
Stifel FA Count Up 3.8%, Client Assets Up 4.3% YoY
The company also posted a 1.6% increase year-over-year in brokerage revenue in its wealth management business.
Schwab CEO on Integrating with TD Ameritrade: ‘Tough Choices’ Ahead
Walt Bettinger said each decision is being weighed “based on whether it's ultimately better for our clients or not.”
Industry M&A Activity: Minority Stakes, Growing Organically, Outsourcing
Speakers at a Money Management Institute conference identified trends, made some recommendations and predicted non-traditional approaches.
Top Advisors Weigh In: Giving Women Equal Advancement Opportunities
This FA says nearly half of her firm’s professionals and leadership is female.
LPL’s Parent Firm Acquires Fintech Firm Blaze Portfolio
Established in 2010, Blaze Portfolio provides an advisor trading platform that LPL will integrate into its operations while offering it as a standalone service to other firms as well.
More Investors Willing to Pay for Financial Advice: Cerulli
Moreover, 82% of investors working with an advisor believe the advice is worth the price.

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