other
Oppenheimer & Co.
In PWD coverage since September 1, 2026 · 5 stories
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
The Atlantic Group
Sep 25 · team liftout
PWD coverage
practice
SIFMA panel says advisers can build an audience without becoming finfluencers
Advisers from Merrill Lynch, RBC, Oppenheimer and Edward Jones said expertise alone no longer draws clients, but viral content is the wrong goal.