Sammons Financial Agrees to Acquire Beacon Capital Management
By Allison BellThe life insurer sees the deal as being an expansion of its offerings.
January 27, 2021
Focus Financial and Orion Form Joint VentureThe move is "about tying banking to advisors, and it's long overdue," said Joel Bruckenstein, head of Technology Tools for Today.
January 26, 2021
Fidelity Launches ESG Tech Solution for Advisors"If you make it easy, it will grow," Rick Smyers of Fidelity Labs says of ESG investing by advisors.
January 26, 2021
Hightower Adds $830M RIAThe RIA aggregator's strategic investment in Siller & Cohen Family Wealth Advisors is the third transaction it's announced in 2021.
January 26, 2021
Recruiter Diamond Consultants Names New PresidentThe news comes as the firm surpasses $200 billion mark for assets moved as part of advisor transitions it's facilitated.
January 25, 2021
CI Financial Buying $23B Chicago RIAIt's the largest U.S. deal ever in terms of assets for the Canadian firm and its 14th since last year.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 25, 2021
Advisors Frustrated by Schwab, TD Ameritrade Service DelaysSchwab chalked the problems up to "a confluence of challenging factors."