Bruton's Lucia Capital Seals First Deal, Adds $170M in Assets
The group, led by ex-LPL exec Derek Bruton, acquires client assets and two professionals; plans more purchases.
LPL Adds $1.2B Team; Wells Fargo Recruits $1.4B Reps
Also, Washington Wealth brings in group from RBC with $830 million in assets, as Morgan Stanley's Graystone attracts Merrill institutional team.
Schwab, TD Ameritrade Report 3% Monthly Uptick
TD Ameritrade also says it has expanded its online education site for RIAs.
RIA Profits, Growth Hit 8-Year High: Schwab
Schwab's annual RIA benchmarking study teases out the secrets to the success of the best-managed firms.
4 Reasons Why I Left Broker-Dealer World
We have been with several BDs, and the experiences have been far from stellar. Here is why we decided to create our own RIA.
Advisors Grow Pessimistic, as Consumer Confidence Hits 4-Year High
RIAs are not as upbeat as most consumers when it comes to the economy and markets, according to the latest polls.
Advisors Crave More Control Over Asset Management: Aite
'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'
Fidelity Launches iPhone and Android Mobile Trading App for RIAs
WealthCentral apps gives RIA users the ability to trade on mobile devices with high security, says Ed O'Brien, technology head at Fidelity's Institutional Wealth Services.