Merrill Team Forms RIA to Serve 'Family Next Door'
By Janet LevauxThe $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 10, 2024
Hightower Invests in $3B Wealth Manager in New YorkCapital Management Group is the fifth formerly IBD-affiliated firm that Hightower has brought into its network.
January 09, 2024
Business or Practice? The Critical Question RIAs Must AskFirms that operate as businesses have a distinct succession planning advantage. Here's how to get there.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.
January 09, 2024
DOL Releases Final Independent Contractor RuleThe Financial Services Institute has long worried that the rule could threaten advisors' independent contractor status.
January 08, 2024
Envestnet's Crager to Step Down as CEOThe news is "little surprise to many, including us," said Doug Fritz, head of the tech consulting firm F2 Strategy.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.