Shareholder Communications Corp. is acquiring Kissel-Blake Inc., a proxy solicitation specialist and consultant. Kissel-Blake, which has been involved in merger, acquisitions, restructuring and proxy contests with KKR/RJR Nabisco Inc., Philip Morris/Kraft, Philip Morris/General Foods and Bell Atlantic/NYNEX, will operate as a subsidiary of Shareholder Communications.
A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.
A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their savings.
Like many firms, Ameriprise has been pumping money into AI in recent years. But its dedication to technology goes back much further, says the firm's head of technology and service delivery.
Interactive Brokers, also known by its hot ticker symbol of IBKR, shares much more fee information than most custodians, without revealing much in the way of its scale among RIAs. Can it gain greater reach in a competitive channel?
Justin Duke's move from BNY Wealth to Simon Quick Advisors shows how higher fees, rising asset minimums and tighter client constraints are pushing some bank advisors toward RIAs.
