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Less than half of advisors bill for advice on outside accounts.
March 1 -
Robust deal activity seen in the sector
February 24 -
Some advisors say selling the firm should not always be the main objective.
February 23 -
Cambridge Investment Researchs 1,600 financial advisors are independent contractors who run their own businesses nationally, but legislation introduced in both the House and Senate has threatened that model.
February 18 -
With investor trust declining it may seem like a bad time to launch a new asset management firm, but thats exactly what Balentine has done.
February 12 -
The business model for independent brokerage firms is under threat, calling into question the livelihood of over 178,000 registered representatives.
February 11 -
Fee-based financial advisers are grappling with the fallout from the crash of 2008 and see tactical asset management as the way to navigate the current market, according to a survey of 750 advisers by Jefferson National.
February 10 -
RidgeWorth Investments has launched planadvisortools.com, a website dedicated to the needs of retirement plan advisers.
February 10 -
The Chronicle of Philanthropy announced a drop in donations for its Top 50 philanthropists.
February 9 -
NEW YORK - Financial experts think 2010 could provide many interesting opportunities in the realm of wealth transference, particularly with the temporary, one-year expiration of the federal estate tax and reduction of the gift tax.
February 8 -
NEW YORK - Financial experts think 2010 could provide many interesting opportunities in the realm of wealth transference, particularly with the temporary, one-year expiration of the federal estate tax and reduction of the gift tax.
February 8 -
It took women 70 years to finally gain the right to vote, but it would have only taken 10 if philanthropist and author Helen LaKelly Hunt had anything to say about it.
February 5 -
The repeal of the federal estate tax has left planners trying to provide band aids to help their clients navigate some ambiguous terrain.
February 4 -
Most RIAs dont see any lost competitive advantage if a fiduciary standard is required for everyone
February 2 -
Some analysts said that its latest deal for a unit of PNC is clearly a defensive move to box out Northern Trust Corp. from becoming a top competitor in asset servicing.
February 2 -
The Colorado bank's wealth management practice is operated like a boutique high-net-worth independent RIA.
February 2 -
Despite the trend over the past three years at many large money managers to divest and focus on core businesses, Invesco Ltd. retained its trust unit, Atlantic Trust. And the decision continues to pay handsome dividends.
February 1 -
Survey: RIAs and brokers clamor for more alternative investments
January 27 -
Derek Bruton, Trevor Norton named to run hybrid RIA business
January 26 -
Some of these trusts are goal-based and some are dollar-based.
January 25
