CI Financial to Buy $5.1B RIA in San Diego
By Jeff BermanThe Dowling & Yahnke acquisition will give CI its first San Diego location and is expected to more than double the Canadian firm's assets in Southern California.
May 06, 2021
What Makes a Great Leader? How They ThinkBy comparing your present firm to your future firm, you wear down everyone on your team, including yourself, and just keep moving the goalpost.
May 05, 2021
InvestCloud Acquires Advicent and Its NaviPlan PlatformThe acquisition provides InvestCloud with a competitive financial planning offering, according to Joel Bruckenstein, T3 president.
May 05, 2021
Raymond James Nabs $1.08B Advisor Team From UBSThe Silver Liberatore Group joins Raymond James in Deer Park, Illinois.
May 05, 2021
Where Is the Seismic Shift Following the Schwab-TD Ameritrade Deal?Smaller custodians could pick up business as "big-box" firms increasingly compete with their own clients.
May 05, 2021
UBS Adds Third-Party Model Portfolios to No-Manager-Fee SMA OfferingUBS Wealth Management clients will now have access to model strategies from BlackRock, JPMorgan and other asset managers.
May 05, 2021
Why the Advice Industry Isn't Paperless Yet: Schwab Exec"Some of the obstacles" that remain "sit with us, the custodian," a Digital Advisor Solutions exec says.
May 04, 2021
Dynasty to Make Minority Investments in Network Partner RIAsThe company also added Rebecca Zeitels Alcalay, GF Investments vice president, to its board.