Industry

The alternative investments company hopes to offer increased education and access to the sometimes controversial products.

The question revolves around each individual practice’s specific structure and outlook more than any other factor.

The XY Planning Network of fee-only advisors and investment advisor Michael Kitces say consumers are being deceived when brokers use labels like “wealth manager” and “financial advisor.”

The Canadian asset manager’s stateside AUM will pass $80 billion after its latest deal for a Silicon Valley-based firm.

Here's what you missed this week in wealth management.

An unusual recommendation by the wirehouse’s First Clearing unit drove the big succession deal for XML Financial Group.

The acquisition will solve a father-son enterprise’s succession and help it continue to grow, Carroll Financial CEO Kristopher Carroll said.

Here's what you missed this week in wealth management.

The Miami group is managed by Regional Executive Eric Termini and is part of Alex. Brown’s Atlantic region, which is led by Regional Director Brett Kellam.

Alexandria Capital is led by CEO Augustine Hong and CIO Jonathan Ferguson.