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11.08.2022
Industry News/Trends
The latest senior moves in the North American wealth management sector. Procyon Procyon, the US wealth firm with about $5.5 billion of client assets, has appointed former Wells Fargo advisor Brian Turner as a private wealth advisor. Turner is joined by Selena Kemp, senior client service associate,…
Read More11.07.2022
Industry News/Trends
Read More11.03.2022
Industry News/Trends
The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College for Financial Planning in Centennial, Colo., announced the first 20 recipients of its nearly $500,000…
Read More10.14.2022
Monthly market commentary
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022 have collectively cost investors more than $9.5 trillion from the market’s high-water mark at the end of 2021. This includes the market value declines in…
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Market commentary