@MESA_Berman

Financial services consultants @LouisDiamondDC, @Elzweig and @tasnady_assoc weigh in on the 2024 advisor/broker compensation plans of wirehouses @MerrillLynch, @MorganStanley and @UBS: thinkadvisor.com/2023/11/09/wha…

@SamanthaTwenty My condolences. I'm very sorry for your loss, Samantha.

I miss your smile and laugh and the way your humor made everything seem lighter Most of all, I miss the security of knowing we had a whole lifetime together. I just miss you. my-grey-matters.com/grey-blog/on8a…

It’s been 2 weeks since you left us. I know intellectually that you’re gone, yet I constantly have moments throughout the day where I think “I gotta tell Ryan this” or I’ll see someone driving your model car in town and wonder if it’s you. Teddy keeps asking “Where Dada Go?”

@LPL's new tax offering was designed to help advisors meet growing investor demand for holistic advice: thinkadvisor.com/2023/10/24/lpl…

@Wealthspire Advisors is buying @GMadvisorygroup, an RIA that manages about $3 billion in assets and advises on another $3.3 billion: thinkadvisor.com/2023/09/27/wea…

@jpmorgan has recruited a 3-person advisor team who oversaw more than $2 billion in client assets at @CitiPrivateBank: thinkadvisor.com/2023/09/27/j-p…

Ex-@NFL guard turned @MorganStanley rep William Donovan Ard was fined $15K by @FINRA and suspended 4 months for multiple violations: thinkadvisor.com/2023/09/26/for…

@DuranMoney plans to launch his new venture, Rise Growth Partners, as soon as January with a small number of RIA firms: thinkadvisor.com/2023/09/15/how…

With only 1 month to go before the transition of @TDAmeritrade accounts to @CharlesSchwab, experts weigh in on what TD advisors should do now before the conversion over Labor Day weekend: thinkadvisor.com/2023/08/03/4-t…

@FocusFinancial accepts offer by private equity firm to acquire it: thinkadvisor.com/2023/02/27/pe-…

United Advisor Group Launches as RIA Aggregator ift.tt/knrsyEc

Ex-@WellsFargo advisor sues the firm, 4 male co-workers, alleging she was raped by one of the defendants and firm retaliated after she reported it: thinkadvisor.com/2023/02/06/ex-…

@DuranMoney to shift from partner, co-head of @goldmansachspfm to become a consultant to the firm: thinkadvisor.com/2023/02/06/joe…

@FMGSuite, @catchlight_io give advisors tips on how to drive and close more leads this year: thinkadvisor.com/2023/01/31/9-w…

@gspitzner, president of Wealth Consulting Partners, dies after battle with acute myeloid leukemia: thinkadvisor.com/2023/01/31/gav…

@ThrivosLLC tells advisors to, this year, ignore four "myths" that experts often say they need to follow: thinkadvisor.com/2023/01/25/pen…

@FocusFinancial CEO discusses RIA sector challenges and his firm’s expansion plans, among other topics: thinkadvisor.com/2023/01/03/no-…

@Fidelity's @eMoneyAdvisor provides tips on how advisors can help their clients cope with the death of loved ones: thinkadvisor.com/2023/01/03/10-…

@Fidelity ordered by arbitration panel to pay an ex-broker for the firm $500K in wrongful termination dispute: thinkadvisor.com/2023/01/03/for…

@MorganStanley provides an update on its Family Legacy and Governance Institute for advisors with ultra-high-net-worth clients: thinkadvisor.com/2023/01/04/mor…

@MorganStanley's @etrade enhances investing and trading platforms; @InvestCloud promoted Michael Roth to president, digital planning; @davensi to launch smart investments app at CES: Tech Roundup: thinkadvisor.com/2022/12/30/e-t…