Nesvold Capital Makes Its Second RIA Deal
By Jeff BermanThe new merchant bank bought a minority stake in Pure Financial Advisors, a $2.7 billion California RIA.
October 20, 2020
eMoney Launches Financial Planning and Wellness AppThe app, called Incentive, was designed to be an advisor's "personally branded financial wellness app" for use with clients, eMoney's Jess Liberi says.
October 19, 2020
SEC Chief 'Cautiously Satisfied' With Reg BI but Seeing Some Troubling TrendsThe SEC chairman shared his views during an interview with SIFMA CEO Ken Bentsen at the association's virtual event.
October 19, 2020
Why Creative Planning Isn't Slowing Down on RIA Deals Anytime Soon"We really need to move — and move quicker," CEO Peter Mallouk tells ThinkAdvisor.
October 19, 2020
How to Respond to 12 Common Client ObjectionsThese aren't obstacles needing to be flattened. They are concerns needing to be addressed.
October 16, 2020
How Much Value Does a Financial Advisor Deliver?Russell Investments has developed a formula: A+B+C+E+T = value of an advisor.
October 16, 2020
Quarterly RIA Deals Hit Record in Q3: DeVoeBNY Mellon | Pershing has also seen M&A come back after a cautious Q2, its head of Advisor Solutions says.
October 15, 2020
Schwab Won't Say Which TD Ameritrade Platform Features It Will KeepThe company's head of Digital Advisor Solutions spoke Thursday about the combined RIA platform.