The Enterprise Group of Funds has selected Vontobel USA to serve as sub-adviser to manage the Enterprise International Growth Fund and the Enterprise Accumulation Trust's International Growth Portfolio. The funds have more than $170 million in assets under management. Vontobel of New York is an affiliate of Bank J. Vontobel, Zurich. The Enterprise Funds are based in Atlanta.
Advisor360° names former MassMutual exec Mike Fanning as its new CEO
Caz Craffy admitted to taking nearly $10 million entrusted to him by Gold Star families and using it for excessive trades through outside brokerage firms.
The number of experienced financial advisor recruits fell in the first quarter, but Ameriprise's overall headcount and its profits are on the rise.
Opponents haven't stated publicly that they will file a lawsuit, but one will almost certainly challenge the Biden administration's expansion of the fiduciary duty.
Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.
Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.
