The Big Mistake That Stifles Indie Advisors' Growth
By Jane Wollman RusoffRIA Robert Fragasso gives ThinkAdvisor some advice on going indie, including a critical lesson he learned in running his firm.
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.
January 12, 2021
Biden to Pick Gary Gensler for SEC Chief: Reuters"A knowledgeable and aggressive choice," lawyer Nick Morgan says.
January 12, 2021
Ex-Vanguard CEO McNabb, Ron Carson Invest in AltruistWilliam McNabb will also join the board of the digital brokerage platform.
January 11, 2021
$435M Team Ditches Merrill for Sanctuary WealthThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Mercer Acquires $815M RIA Led by Judith McGeeNews of the deal comes only four days after Mercer said it bought Atlanta Financial Associates.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.