Ranson & Associates of Wichita, Kan. has made a second offering for its Value Line No. 1 Strategy Trust, a Unit Investment Trust (UIT) first offered in January. It has since raised $27.5 million.
The trust invests in 100 stocks ranked number one by the Value Line Timeliness System. These stocks are expected to outperform stocks ranked lower by Value Line over the next six to 12 months.
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.
An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.
After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.
