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The deal is Captrust's 31st purchase in the past 12 years.

Those with outflows cost clients more than twice as much.

Enforcement actions against IAs and reps at the state level soar in 2017, according to NASAA report.

The relationship disintegrated because of a dispute about where to best place client trades.

Some have piled into utilities and long-duration Treasury hedges, while others bulked up exposure to rate-sensitive banks and a chunk did a bit of both.

It’s the latest sign the SEC is taking seriously complaints that fees for market data are too high.

LPL slammed the move by the exiting major issuer to cut off trails for advisors in certain existing contracts.

Shikha Garg is analytics manager at Riversand Analytics.

Beverly Wright leads the analytics practice for Aspirent as chief analytics officer. She is also an executive education instructor at Georgia Tech, Continuing Education instructor at Emory University, and Co-Founder for a non-profit called ATLytiCS, which leverages analytics talent for community causes.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.