"The meeting has been deferred to allow the parties to meet customary regulatory requirements for closing the merger, including clearance of the proxy statement [and] prospectus relating to the meeting," Neuberger said in a statement. But both firms still expect the deal to close in the fourth quarter.
Dynasty Financial Partners' investment bank joins Diamond Consultants to help departing teams vet transition options, whether that's joining another wirehouse, selling to an RIA aggregator or starting their own business.
As Financial Planning's AI Readiness Survey showed, most advisors aren't concerned about their own jobs. But others aren't so sure.
Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.
Take Financial Planning's latest self-study, general knowledge CE quiz to stay up to date on trends, earn an hour of credit and maintain professional certification.
More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to scour for ways to turn them off.
