CI Financial Gobbles Up $2.6B RIA in Pennsylvania
By Janet LevauxWith this deal and another other recent transaction, the firm says its U.S. assets should soon hit $68 billion.
June 25, 2021
Why It Pays to Take a Closer Look at TechnologyWith a well-thought-out strategy, tech can serve as a force multiplier when it comes to raising a firm's valuation.
June 24, 2021
LPL Hits Milestone on $22B M&T Bank DealRoughly $14 billion of assets had been onboarded, and the remaining $8 billion should be moved over the next few months.
June 24, 2021
10 Books Advisors Should Read This SummerWhile you're kicking back this summer, get inspired to add more clients and expand your business this fall.
June 24, 2021
Lawmakers Revive Annual Social Security Statement BillThe bill clarifies the requirement for SSA to mail an annual Social Security statement to all workers 25 and older.
June 24, 2021
LPL Adds $1.6B Voya TeamThis is the second recruitment of a billion-dollar team the BD has announced this week.
June 24, 2021
Pushed by Pandemic, $842M Merrill Team Leaps to Raymond JamesWorking from home, "we felt that it was finally a good time for us to revisit what we want our business to look like," the team's managing director says.
June 24, 2021
Leaders Need to Gain Trust — Here's HowTwo decades in this business have taught me that the best leaders follow these key best practices to thrive.