Cynthia Fernandez is a Reporter at Financial Planning. Follow her on Twitter at
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Advisors John Gill and Bryan Horner were joined in the move by Mari Hurd, business practice coordinator, and Katie Bosler, senior registered client service associate.
June 11 -
The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.
June 9 -
The co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.
June 8 -
It’s unclear whether the independent firm will retain any broker-dealer or RIA affiliation with Raymond James.
June 7 -
This likely means an ex-diversity chief from the firm will no longer be able to testify in a class action lawsuit with similar allegations, according to a legal expert.
June 3 -
The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.
May 26
