Large Cap Equity Manager of the Year: Columbia Threadneedle Investments
By Ginger Szala"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 17, 2021
Advisor Group Added $1B in Wealth Assets in May, a RecordThe wealth management platform The platform added at least $4.8 billion in net new assets through the first five months of this year.
June 17, 2021
3 Mistakes Leaders Make That Destroy Company CulturePlanning for the future is natural for advisors, but leaders must embrace the "now."
June 16, 2021
LPL Expands Custodial Service for Fee-Only AdvisorsLPL may have to convince its thousands of IBD reps that it isn't creating a new rival, Nexus Strategy CEO Timothy Welsh says.
June 15, 2021
Carson Group Partners With FIG on Insurance SolutionsJamie Hopkins talked to ThinkAdvisor about the deal with Financial Independence Group.
June 15, 2021
LPL Nabs $1.2B Team From UBSThe 10-member Puzzle Wealth Solutions team has joined LPL's BD, hybrid RIA and custodial platforms.
June 15, 2021
Excited About SEC's New Ad Rule? Not So FastAdvisory firms are itching to use testimonials before their compliance departments are ready.