ADVISOR MOVES: TOP INFLUENCING FACTORS IN 2020
In 2020 we saw our worlds flipped upside down and found ourselves adjusting to a new normal filled with face masks and working from the comforts (or not so comforts) of our homes. Through unprecedented challenges, advisors continued to switch broker-dealers. With everything going on, it’s only natural to say to yourself: “Why would I […]
LPL Keeps Trying To Eat This Firm’s Lunch
It’s been a big year for LPL on the recruiting front. Despite a recruiting slowdown across the industry in the first half of the year that saw the lowest levels since the credit crisis, LPL has seemingly climbed to the top, especially in their efforts to get talent from Securities America Inc. In the first […]
Navigating The Future Of The Financial Services Industry
It’s no secret that the financial service industry is constantly evolving with new trends, new technology, and new niches constantly popping up. While staying current with the latest and greatest can be easier said than done at times, it’s necessary to try and stay competitive—if not one step ahead. The CFA Institute has recently established […]
3+ Things We Learned At FutureProof 2023
Is Crypto Creaking? Last year it seemed as if everyone at FutureProof was primed to go with crypto. They were just waiting for the big boys to bite assuming that once they did the opportunity gates would fly wide-open. Well, the big boys bit and…umm…crickets. The excitement has seemingly passed and now the big guys are […]
Quietly Hightower Continue To Expand
Highland Private Wealth Management, a prominent firm within the Hightower network, has strategically broadened its operations in the Washington area by successfully completing the acquisition of a proficient advisor team boasting assets under management totaling approximately $470 million. The strategic move involved the integration of Trellis Advisors, a well-established registered investment advisory firm hailing from […]
Edward Jones Keeps Losing Big Advisors To LPL
It hasn’t been widely reported, but there is an ongoing problem at Edward Jones. They have an LPL problem; a serious LPL problem. That problem has syphoned nearly $2B in client assets away from Edward Jones and into the hands of LPL. Edward Jones advisors and their culture are known for a specific setup, a […]
Stifel Goes On The Hunt; Amongst Suitors For Goldman Biz
Numerous prominent players in the financial landscape have emerged as potential suitors for Goldman Sachs’ mass affluent wealth division, Personal Financial Management (PFM), as per sources well-acquainted with the situation. The list of potential bidders encompasses a substantial registered investment advisory firm, a collection of independent broker-dealers, and the regional brokerage firm, Stifel Financial. Goldman […]
- 3xEquity, LLC
- 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033
- 855-491-2910
© 2020 3xEquity, LLC. All rights reserved