Wirehouse Wealth Divisions Weather Q2’s 'Two Distinct Halves'

Published on July 16, 2025

Merrill Wealth Co-Head Lindsay Hans said during a second-quarter earnings call that market volatility could have led some clients to “wait a little longer” before deploying new money.

Continue reading on website
Other news

J.D. Power Study Finds 46% of Financial Advisors to Retire by 2035

July 16, 2025
J.D. Power’s annual survey of nearly 3,700 advisors forecasts a pending “talent crisis.“ In addition, LPL’s Commonwealth snags its 12th top satisfaction ranking among independent advisors, and Stifel leads for employee advisors.

White House Readies Order to Bring Private Equity to 401(k)s

July 16, 2025
Alternative and traditional asset managers are eager to grab a slice of the defined-contribution market, which they see as the next frontier of growth.