$1.6B UBS Advisors Move to Wells Fargo FiNet: Recruiting Roundup
By Janet LevauxMeanwhile, Stifel adds Wells Fargo reps with $540 million and a $935 million Merrill Lynch team.
July 01, 2020
ESG Shop Trillium Sold to Australia-Based FirmThe Boston-based firm has $3.8 billion in assets under advisement.
July 01, 2020
House Approves PPP ExtensionMembers of both parties are demanding more details on how the funds have been spent so far.
July 01, 2020
Model Portfolios Lost $500 Billion in Q1: BroadridgeBut their total assets were $3 trillion.
July 01, 2020
7 Ways Buyers Can Stand Out NowIn a seller's market for advisory firms, it pays to separate yourself from the crowd.
July 01, 2020
We Asked, Advisors Answered: How Can the Industry Increase Diversity?Ex-FPA President Frank Paré, Lazetta Rainey Braxton and others gave ThinkAdvisor their recommendations.
July 01, 2020
Senate Passes PPP ExtensionThe extension runs to Aug. 8; it would have to pass the House, which had approved a year-end extension.
June 30, 2020
Creative Planning Buys $530M RIA in MichiganSeparately, RIA Mercer acquires a $330 million wealth firm in Southern California.