Avantax Scoops Up $1.1B RIA
By Janet LevauxWhen the deal closes, the RIA's three partners will become financial planning consultants with Avantax Planning Partners.
August 02, 2021
O'Shaughnessy Expands Custom Indexing Platform: Portfolio ProductsOSAM has introduced a suite of emerging and developed markets strategies on its Canvas platform.
July 30, 2021
iM Global Partner Takes 45% Stake in Richard Bernstein AdvisorsRBA's senior investment committee members will continue to run operations independently and manage portfolios.
July 30, 2021
Broad-Based Recovery Bodes Well for StocksInvestors are wondering if growth is at its peak.
July 30, 2021
Zachary Karabell: How a Boring Bank Shaped the Rise of American PowerThe author and former Envestnet exec tells ThinkAdvisor how Brown Brothers Harriman became a quiet powerhouse in "the unsexy corners of the financial world."
July 30, 2021
Advisor Group, Cetera and Pershing Tackle 2 Big Advisory MythsDespite the widely held belief to the contrary, not all advisors at IBDs are rushing to become RIAs, executives from the firms say.
July 30, 2021
Aflac Faces a Tight Labor MarketThe supplemental products issuer depends heavily on career agents to make sales.
July 30, 2021
House Panel Passes Bills on Family Offices, Payment for Order FlowOrder Flow Improvement Act directs the SEC to study and consider banning or limiting the payment for order flow in the form of exchange rebates or payments from market centers to broker-dealers.