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Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice. These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. In a firm's early years, there tends to be more room for experimentation, with advisors adding new services to provide value and attract clients.
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Houston-based Americana, a Dynasty firm fresh off a capital infusion from Lovell Minnick, adds its first team outside of Texas with an Los Angeles-area firm focused on the UHNW market.
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Law firm Eversheds Sutherland found FINRAs 2024 top enforcement issues were for inaccurately reporting trades, manipulating markets through spoofing and errors in options trading.
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