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The wealth program at Kinecta Federal Credit Union is changing brokerage, RIA and custodian as the industry fights for recruits of all sizes in the channel.
April 17 -
Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.
April 10 -
The firm may pursue its claims through an administrative office at the agency after agreeing with the federal government to dismiss its case.
April 10 -
Matthew Edwards changed his firm for the first time in his 25-year career when he launched an independent advisory firm under a new brokerage, RIA and custodian.
April 2 -
The legal action also alleges Mark Lamkin's former associates conspired behind his back to prevent him from leaving with his clients.
March 14 -
The 401(k) and individual wealth firm opted for one of a wave of private equity-backed startups that give financial advisors even more M&A suitors to consider.
March 6 -
An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.
February 27 -
The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.
February 23 -
The No. 1 independent broker-dealer is paying a pretty penny and delighting Wall Street analysts. Here's a deep look at the larger significance to the industry.
February 21 -
The largest independent brokerage will move 2,400 financial advisors from seven brokerages onto its platform during a lengthy conversion stretching into 2025.
February 13