News Feed

Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.

One way to help clients avoid outliving their money is to encourage them to use a portion of their assets to purchase an ordinary, straight-ahead immediate annuity without any bells and whistles.

Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions.

CFOs gave the strength of the U.S. economy an average score of 53 out of 100 — up from 49 a year ago and the highest recorded rating in the last six years, according to the Bank of America Merrill Lynch 2014 CFO Outlook survey.

Paul Volcker said he wasn’t involved with writing the final version of the rule that bears his name, staying abreast of developments from a distance as regulators crafted details of his curbs on trading by banks.

A big LPL practice with $3.7 billion in assets under management is picking up a $300 million Chicago-area firm.

Even as the SEC is contemplating an expansion of fiduciary rules to include broker-dealers who operate in the retail space, some advocates argue that the regulatory interpretation of the responsibilities under a fiduciary standard has strayed from common-law precedent and become dangerously diluted.

A new HighTower project tries to determine whether the aggregated opinions of advisors and staff can offer meaningful insight into portfolio allocations.

BlackRock’s Kapito Says Firm Not Too Big to Increase Revenue

Volcker Rule Allows Both Banks and Regulators to Declare Victory