-
CFP candidates should consider a well-rounded college or graduate school education in professional sales.
March 6
Savant Capital Management -
The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
March 3
-
The layoffs are part of a shift of personnel to LPL Financial's South Carolina campus to cut costs and position the independent broker-dealer for future growth.
February 23
-
Some banks are looking to hire advisers or buy firms, while others are looking to get out of the business entirely.
February 17
-
The private equity-backed buyer hopes to double its offices around the country in three years.
February 14
-
Large firms backed by outside capital are swooping in on smaller advisers, according to a new industry report.
February 10
-
Greater transparency can help land prospects with the industry focused on the Department of Labor's fiduciary rule, experts say.
February 9
-
The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.
February 7
-
Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.
January 26
-
Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.
January 26
