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Schwab CEO Bettinger to Retire
Published on October 1, 2024
Bettinger steps down after 16 years leading the firm, to be replaced by President Rick Wurster.
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Other news
How RIAs Can Avoid Business Divorce
October 1, 2024
Business divorces are often painful, expensive, and damaging – not just to the individuals involved, but to the advisory firm’s reputation and, most importantly, to its clients. However, with some foresight and planning, many of the common triggers for a business split can be avoided.
Mercer Advisors Acquires $523M RIA In North Carolina
October 1, 2024
Mercer Global Advisors has boosted its presence in North Carolina with the acquisition of Kiely Wealth Advisory Group (KWAG), an Oak Ridge, N.C.-based firm with $523 million in assets under management, according to a news release.