@MESA_Berman

[@MESA_Berman @BermanThink]

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

[@MESA_Berman @BermanThink]

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

[@MESA_Berman @BermanThink]

@LPL's new tax offering was designed to help advisors meet growing investor demand for holistic advice: https://t.co/1OJ8Tt8OV9

[@MESA_Berman @BermanThink]

@Wealthspire Advisors is buying @GMadvisorygroup, an RIA that manages about $3 billion in assets and advises on another $3.3 billion: https://t.co/6l8Hfq4ccm

[@MESA_Berman @BermanThink]

@jpmorgan has recruited a 3-person advisor team who oversaw more than $2 billion in client assets at
@CitiPrivateBank: https://t.co/X0IbgyhbA9

[@MESA_Berman @BermanThink]

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

[@MESA_Berman @BermanThink]

@DuranMoney plans to launch his new venture, Rise Growth Partners, as soon as January with a small number of RIA firms: https://t.co/nfrhvdTZVs

[@MESA_Berman @BermanThink]

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

[@MESA_Berman @BermanThink]

@FocusFinancial accepts offer by private equity firm to acquire it: https://t.co/1Es5dP3wuY

[ThinkAdvisor @ThinkAdvisor]

United Advisor Group Launches as RIA Aggregator https://t.co/jDOX5w7gg5

[@MESA_Berman @BermanThink]

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: https://t.co/te8O6kxhv0

[@MESA_Berman @BermanThink]

@DuranMoney to shift from partner, co-head of @goldmansachspfm to become a consultant to the firm: https://t.co/x85mfbzMG3

[@MESA_Berman @BermanThink]

@FMGSuite, @catchlight_io give advisors tips on how to drive and close more leads this year: https://t.co/gG1rYNE4gp

[@MESA_Berman @BermanThink]

@gspitzner, president of Wealth Consulting Partners, dies after battle with acute myeloid leukemia: https://t.co/aZUIabJBK8

[@MESA_Berman @BermanThink]

@ThrivosLLC tells advisors to, this year, ignore four "myths" that experts often say they need to follow: https://t.co/2AUU5LhnVZ

[@MESA_Berman @BermanThink]

@FocusFinancial CEO discusses RIA sector challenges and his firm’s expansion plans, among other topics: https://t.co/fImoE7o8Je

[@MESA_Berman @BermanThink]

@Fidelity's @eMoneyAdvisor provides tips on how advisors can help their clients cope with the death of loved ones: https://t.co/fbYDPGiCdG

[@MESA_Berman @BermanThink]

@Fidelity ordered by arbitration panel to pay an ex-broker for the firm $500K in wrongful termination dispute: https://t.co/HJiYIs9Xms

[@MESA_Berman @BermanThink]

@MorganStanley provides an update on its Family Legacy and Governance Institute for advisors with ultra-high-net-worth clients: https://t.co/ygrcSk9did

[@MESA_Berman @BermanThink]

@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: https://t.co/8gL3SeYipg