12 Worst Financial Advisors in America: 2013
ThinkAdvisor gathered a list of awful advisors from the past year and ranked them, balancing amount stolen with amount of “ick” factor involved.
Atlanta Capital Rolls Up Small Family Office Firms
Atlanta Capital, which just bought neighboring PFM Capital, claims it is ahead of a national family office trend, serving clients with assets under $100 million.
New Hire Roundup: Clearbrook Names Leslie Billet Managing Director
Deb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.
Top 10 Most Generous States
A new study by The Chronicle of Philanthropy has found a huge divide in generosity across the country.
TDAI Awards Next Gen Scholarships to Recruit Young Advisors
These are the first scholarships TDAI has awarded since it established an annual Next Generation Scholarship Program earlier this year.
Americans, and Their Money, Flee High-Tax States
Much is said about businesses' growth driving state economies. But cash brought by tax migrants from other states may dwarf their revenue.
RIA First-Half Dealmaking at Slowest Pace Since 2008: Schwab
Why? Advisors may be more focused on organic growth than M&A right now, says Jonathan Beatty of Schwab Advisor Services.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
United Capital Announces c5 Wealth Management Acquisition
United Capital's acquisition of Virginia-based c5 follows on the heels of its July 1 announcement that it had acquired Georgia-based PPA Advisors.
M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors
In other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.