News Feed

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

The firm has added 42 advisors this year with a combined $3.8 billion in AUM.

Alterations include higher hurdles for cash pay, a grid stretch for deferred compensation and new bonuses.

The firm’s new business highlights the beginnings of a shift in the custody marketplace due to a series of consolidations.

Funding is getting tighter as advisors look towards marketing automation as an engine for growth.

Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.

Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.

The Buffalo, New York location is the independent firm’s 12th nationwide.