Three of the funds, the Hancock Horizon Treasury Securities Money Market Fund, the Hancock Horizon Strategic Income Bond Fund and the Hancock Horizon Value Fund, were established in May 2000. The fourth, the Hancock Horizon Growth Fund, was added in January 2001, and the firm is now planning to add a small-cap regional fund.
The funds have a minimum investment of $1,000, and are distributed by
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.
Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.
Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.
The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.
As ESG investments face political backlash, here's how financial advisors are talking to clients about impact investing.
