Mercer Gains One More Investor
By Jeff BermanAltas joins the RIA's other investors: Genstar Capital, Oak Hill Capital and over 300 Mercer employees.
June 07, 2023
Cetera Snaps Up $1.4B RIA in KansasThe hybrid RIA and BD's acquisition of The Retirement Planning Group in Leawood adds 14 advisors to Cetera.
June 07, 2023
Wells Fargo Launches Program for Advisors Serving Sports, Entertainment ClientsA new Sports & Entertainment Accredited Wealth Management Advisor designation has been created for the launch.
June 07, 2023
California Annuity Sales Rule Bill Faces Consumer Group OppositionThe consumer groups want to require agents to disclose cash compensation.
June 07, 2023
Jeffrey Gundlach: 9 Signs Pointing to Near-Term GloomA raft of forward-looking data doesn't look good, the DoubleLine CEO said.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
June 07, 2023
House Panel Advances Social Security Identity Theft BillsThe "epidemic" of Social Security scams is "out of control," says Mary Johnson of The Senior Citizens League.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.