Wentworth Buys $2.7B Wealth Firm
By Janet LevauxMeanwhile, Mercer Global Advisors says it acquired Republic Wealth Advisors of Houston.
December 10, 2019
Carr Named Chief Advisory Officer of WMS PartnersThe former PNC exec is set to head up team of 30 financial professionals serving the Baltimore wealth market.
December 10, 2019
Joe Duran: Why I Sold United CapitalAt the MarketCounsel Summit, Duran detailed why he sold his business to Goldman Sachs.
December 10, 2019
Why Schwab's Sonders 'Keeps It Simple'Popular investment strategist dishes on her career, Wall Street VIPs and Ken Fisher's recent remarks.
December 10, 2019
The Angst of Selling an Advisory FirmSeventy percent of RIAs feel anxious or worried about partnering with an RIA aggregator, according to a just-released poll from HighTower.
December 09, 2019
How Tech Could End Conflicted Financial AdviceThe RIA founder tells ThinkAdvisor how regulators could address conflicts of interest and what he thinks the industry will look like in 10 years.
December 09, 2019
Happy Employees Means Happier Clients: DeVoeAt the DeVoe G2 Summit, David DeVoe also talks to ThinkAdvisor about the Schwab/TD Amertrade deal and what's new in M&A.
December 09, 2019
J.P. Morgan Expands BetaBuilders ETF Line: Portfolio ProductsAlso, Avantis introduces five low-cost mutual funds.