Empower to Buy Personal Capital in $1B Deal
By Ginger SzalaThe price is a "stunning" premium for the robo-advisor, says popular blogger Michael Kitces.
June 28, 2020
Orion and Brinker Capital to Form $40 Billion FirmThe two companies' CEOs told ThinkAdvisor how the deal to create the huge TAMP came together.
June 26, 2020
SEC Prevails Over XYPN in Reg BI Suit"We are incredibly disappointed that the courts have ... allowed Regulation Best Interest to stand," said Michael Kitces of XY Planning Network.
June 26, 2020
SEC Finds Private Fund Advisor Compliance SnafusExams of RIAs that manage private equity funds or hedge funds found a number of common deficiencies.
June 26, 2020
Military Families Far More Financially Confident With Advisors: SurveyA key to that confidence is those using advisors save a lot more, First Command reports.
June 25, 2020
Envestnet Rolls Out AI-Driven Recommendations Engine for AdvisorsThe firm also launched a business-growth platform developed with Dynasty, including financing and M&A tools.
June 25, 2020
A Flight Attendant's Dilemma: Take a Pay Cut or Retire Early?Campbell Wealth Management's CEO tells ThinkAdvisor how his firm helped a client whose employer gave her a hard choice.
June 25, 2020
Reg BI and the History of 'Fiduciary' DebateThe standards of conduct are core to how advisors and BDs do business.