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About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.
May 31
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Two veteran advisers joined the independent firm, which is affiliated with Raymond James.
May 31
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The deal follows a string of acquisitions by prominent private equity firms.
May 27
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The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.
May 27
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Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.
May 26
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The firm's latest acquisition is MacDougall MacDougall & MacTier, known as 3Macs, and which was founded in 1849.
May 26
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Some insiders at big brokerage firms encouraged the DoL to maintain progress. "That kept us going," Assistant Secretary of Labor Phyllis Borzi says.
May 25
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Sales commissions may decrease, but new assets are expected to come on the platform.
May 25
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The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.
May 25
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"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.
May 25
