$26B EP Wealth Hires First Chief People Officer

Published on August 22, 2024

Megan Glover will lead the RIA's human resources functions as it grows to more than 500 employees nationwide.

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Want Your Clients to Invest More? Educate Them, Ex-NFL Linebacker Says

August 22, 2024
Brandon Copeland talks to ThinkAdvisor about financial mistakes, missing football and why he doesn't want to be an advisor.      Related StoriesHow to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan - EnclosureLPL Adds Ex-BofA Advisor in Texas - Enclosure

Ameriprise, LPL Face More Cash Sweep Suits

August 22, 2024
The lawsuits filed in Minnesota and California federal courts come as a New York-based law firm announced a new task force looking into the controversial practice, assisted by former SEC Commissioner Robert Jackson, Jr.