Financial Advisor3d
XXI Wealth, With $200M In Client Assets, Launches In Chicago
A team of Chicago-based CIBC veterans have launched their own firm, XXI Wealth, with roughly $200 million in client assets, according to the firm’s Form ADV. The team, which specializes in ...
This $900 Million Ameriprise Advisor Uses CDs In Her Clients’ Bucket Strategies
Delaware-based advisor Kimberlee Orth says clients can still get paid a reasonable rate of return on cash.
InvestmentNews5dOpinion
Client retention is job number one
Advisors leaning heavily toward fee-based services today enjoy a key competitive edge over commission-based practices – and ...
The Daily Hodl5d
Charles Schwab Creates Head of Digital Assets Role As Firm Positions To Offer Crypto Services: Report
Charles Schwab is reportedly creating a new executive position as the financial service giant expands its tentacles into the ...
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LPL Financial's January Brokerage and Advisory Assets Rise Y/Y
LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in January 2025. The metric was $1.81 trillion, ...
Seeking Alpha9d
Schwab total client assets rise 2% M/M to $10.33T in January
Charles Schwab's (NYSE:SCHW) total client assets rose to $10.33T in January 2025, up 2% M/M and 21% Y/Y, the firm said on Friday. Core net new assets of $30.6B sank 50% M/M from $61.4B in December ...