Jud Mackrill Exits Carson Group to Start Fintech Firm
By Jeff BermanThe executive steps down as Carson's chief marketing officer after two years to co-found Milemarker in South Carolina.
January 14, 2021
Wealth Enhancement Group Nabs $727M RIA in ConnecticutThe addition of Reby Advisors will increase WEG's metro New York location count to eight.
January 14, 2021
Citi Revamps Its Wealth BusinessCiti has pooled its institutional and retail wealth management teams to form a single unit, Citi Global Wealth.
January 14, 2021
The Big Mistake That Stifles Indie Advisors' GrowthRIA Robert Fragasso gives ThinkAdvisor some advice on going indie, including a critical lesson he learned in running his firm.
January 14, 2021
Here Are the States With Best-Interest Rules for AnnuitiesFive states have approved these rules, and eight more have proposals in progress.
January 13, 2021
Mercer Acquires $850M Arizona RIARowland Carmichael Advisors "will bolster our already strong presence in the Southwest," says Mercer CEO Dave Welling.
January 13, 2021
PPP Borrowers Should Act Fast, Expect More Scrutiny: AICPA"The SBA is doing more vetting for potential fraud," said Erik Asgeirsson, president and CEO of CPA.com.
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.