3 Reasons Advisors Should Consider Working in a Credit Union
If you're looking for a new home for your advisory practice, a credit union offers unique advantages.
$550M Merrill Team Goes Indie With Dynasty in Florida
Also, Raymond James and Wells Fargo add several Morgan Stanley reps; Pavilion Financial to buy Jeffrey Slocum & Associates.
Cetera to Sell Legend Group to Lincoln Investment
The deal affects about 350 advisors, $6 billion in assets and clients who are retired from teaching and other non-profit jobs.
FPA Selects Paré as 2017 President-Elect
Paré, whose term will begin on Jan. 1, will succeed incoming 2017 FPA President Shannon J. Pike.
Stifel to Acquire Indiana-based City Financial
Stifel Financial Corp. will acquire City Financial and its wholly owned subsidiary, independent investment bank City Securities.
How Financial Advisors Are Like Pablo Picasso
Ron Rhoades recounts a Pablo Picasso story to show the value of financial advice.
Raymond James Nabs Ex-Wirehouse Manager
The firm picks up a complex manager in Seattle who used to work for Merrill Lynch, Morgan Stanley and RBC.
Small Business Group Health Insurance: The Sequel
As the labor market improves, many small business owners want to adjust existing policies to remain competitive—especially in light of Obamacare. Here’s how to help those clients.
$2.2B Morgan Stanley Group Leaves to Form RIA
The Wichita, Kansas, firm will serve about 900 families in Kansas and work with Pershing Advisor Solutions.
Recruiting Roundup: Wells Fargo, United Capital & SFA Add Teams
Meanwhile, Autonomous Research says Alexey (Lex) Sokolin has joined the group as head of fintech strategy.