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Mindy Diamond: Top UBS Team on Their Shift to Wells Fargo Advisors

Vince Finney and Joe Panfil of Bibler, Finney, Panfil Private Wealth Management Group left UBS for Wells Fargo Advisors with partner Ryan Bibler in 2018.

Hightower files lawsuits against ex-advisors | Financial Planning

Going independent? Here are some things to think about, according to lawyers

Going independent? Here are some things to think about, according to lawyers
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

What Happens When You Resign from a Non-Broker Protocol Firm?

What Happens When You Resign from a Non-Broker Protocol Firm?
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

TradePMR Rolls Out Improved Digital Transition Tool

The custodian has sought to streamline the often archaic and onerous process of onboarding advisors and clients. The custodian TradePMR announced availability Wednesday of an improved digital account transfer tool to be used by registered investment advisors and breakaway brokers when transitioning. The new tool, part of TradePMR s Fusion platform, is meant to streamline the often clunky, error-prone, and time-consuming process that advisors and clients experience when moving from one custodian to another or when leaving one brokerage for a new one. According to the firm, advisors can move and open hundreds of accounts in just a few minutes. At present, TradePMR has over 700 advisors representing about 350 firms using Fusion. While the firm does not publicly share its assets under management, Chief Operating Officer R. Scott Victoria said it currently “has $40 billion in client AUM in the recruiting pipeline,” half from existing RIAs and the remaining half from breaka

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