1099 Problems

31/01/2025 17 min
1099 Problems

Listen "1099 Problems"

Episode Synopsis

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski cover Steward Partners' decision to halt recruitment of Form 1099 contractor advisors, Commonwealth Financial Network's pursuit of an institutional investor and the ongoing legal battle between mega-RIAs Edelman Financial Engines and Mariner Wealth Advisors.