Best Investment Firms Ranked by Advisors: J.D. Power 2013 Satisfaction Survey
Over the past 12 months, only one of the four wirehouses showed a significant drop in advisor satisfaction.
Focus Financial Adds $1B RIA
Portfolio Strategy Group joins the partnership with five advisors.
Charitable Giving Linked to Higher Stocks, Not Lower Taxes
The stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.
LPL Adds $8.2 Billion Credit Union to Platform
LPL, the independent broker-dealer, says it now has over 685 banks and credit unions as clients.
To Succeed, Get Your Service Mix Right, Advisor
In building an investment advisory business, providing the right mix of services, and focusing on how they are delivered, is critical for practice success.
The Top Wealth Managers 2012 Profiles: No. 5—Central Registered Investment Advisors
At No. 5 on the list of Top Wealth Managers: Central Registered Investment Advisors, providing a level of comfort for its client base.
BOK Financial Acquires The Milestone Group
In a further sign the advisor industry is headed for consolidation and “roll-up,” Tulsa-based BOK Financial Corp. announced Monday that it has acquired The Milestone Group.
Covenant Multifamily Offices Buys Bridge Wealth Management
Covenant Multifamily Offices, a San Antonio-based wealth advisor, has acquired privately owned Bridge Wealth Management, and has rebranded the firm Covenant Wealth Management.
10 Best Online Brokerage Firms Ranked by Retail Investors: J.D. Power
Overall satisfaction of Web-based investors is up, though their opinion of firms' fees and trading charges has declined in the past 12 months.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2012
Satisfaction with the major firms in 2012 is at pre-crisis levels of 2008, but it is down when measuring several critical factors, the satisfaction survey found.