The merger is expected to increase Brown & Co.s assets under management by $6 billion.
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In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.
10h ago -
Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.
August 1 -
What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.
August 1 -
CEO Rich Steinmeier reiterated LPL's goal to retain 90% of Commonwealth's assets and headcount while listing reasons why advisors might think twice about leaving to start their own RIAs.
August 1 -
The decision to rejoin the CEO and chairman roles comes roughly two months after regulators removed an asset cap that had stunted the San Francisco-based company's growth for seven years.
July 31 -
The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
July 31