Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Advisor Group, Cetera Outlooks Upgraded to Stable: Moody's
By Jeff BermanMoody's cited Advisor Group's handling of the Ladenburg Thalmann integration as a positive.
January 13, 2021
Cetera Buys $4B Affiliated Firm"Cetera is a ready buyer" of advisors' businesses, as well as large enterprises and super OSJs, says CEO Adam Antoniades.
January 11, 2021
FBL Financial 'Go' for Deal With Sister CompanyManagers say low interest rates and increased annuity withdrawals are likely to pinch 2021 earnings.
January 11, 2021
$435M Team Ditches Merrill for Sanctuary WealthThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Mercer Acquires $815M RIA Led by Judith McGeeNews of the deal comes only four days after Mercer said it bought Atlanta Financial Associates.
January 08, 2021
Janney Drawing Steady Stream of Wirehouse RecruitsThe firm recruited 43 advisors and nearly $4 billion in assets to its Private Client Group in 2020.
January 06, 2021
Rockefeller Adds $1.4B Illinois RIABuying Whitnell & Co. supports the firm's Midwest expansion plans and comes about two months after it opened its first Chicago office.
December 28, 2020
21 Financial Goals for Clients in 2021A group of CPAs has some suggestions for investors to improve their financial lives.