Jeff Berman
Articles
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4 weeks ago |
wealthsolutionsreport.com | Jeff Berman
Robinhood announced three new services on Wednesday at its second annual Gold keynote event in San Francisco, that it said will provide exclusive perks, including enhanced estate and tax planning features, for members of its Robinhood Gold premium subscription service. “Our goal is for Robinhood to give you a world-class financial team in your pocket, with cutting-edge tools you can’t find elsewhere,” said Vlad Tenev, CEO and Chairman of Robinhood.
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1 month ago |
wealthsolutionsreport.com | Jeff Berman
In each installment of the Pathfinder Awards, along with highlighting excellence among industry professionals from underrepresented groups and firms that have exemplary programs or leadership to support and empower those groups, we include a platform for the voices of winners to address the industry on key issues, including DEI. This time, we bring you the views of four women who are winners of this year’s Pathfinder Awards for Top Women Industry Leaders.
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1 month ago |
wealthsolutionsreport.com | Jeff Berman
Younger, value-conscious do-it-yourself (DIY) investors are increasingly seeking the guidance of professional advisors amid growing uncertainty about the U.S. economy, according to the findings of a redesigned J.D. Power 2025 U.S. Investor Satisfaction Study released on Thursday. Raymond James ranked highest in overall satisfaction among investors using advisors, scoring 748 (on a 1,000-point scale), while Vanguard ranked highest in overall satisfaction among DIY investors, scoring 704.
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1 month ago |
lexology.com | Jeff Berman |Chang-Do Gong
This article is an extract from Lexology Panoramic: Financial Services M&A 2025. Click here for the full guide. The global financial services sector, encompassing banks, non-bank credit institutions, asset management firms, insurers and reinsurers, payment service providers and financial technology (fintech) companies, has experienced transformative M&A activity over the course of 2023 and 2024.
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1 month ago |
lexology.com | Chang-Do Gong |Jeff Berman
Market and policy climate Market climateHow would you describe the current market climate for M&A activity in the financial services sector in your jurisdiction? The US financial services sector is experiencing a notable resurgence in M&A activity that began in the second half of 2024 and is expected to continue through 2025. Compared with 2023, the US has significantly increased its share of global financial services M&A deal value in 2024.
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Financial services consultants @LouisDiamondDC, @Elzweig and @tasnady_assoc weigh in on the 2024 advisor/broker compensation plans of wirehouses @MerrillLynch, @MorganStanley and @UBS: https://t.co/ylStsUPBYR
Ex-@NFL guard turned @MorganStanley rep William Donovan Ard was fined $15K by @FINRA and suspended 4 months for multiple violations: https://t.co/FNmVl8xPLo
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: https://t.co/CTqGuVQWiT