Mercer Advisors Snaps Up AL Hewitt
By Jeff BermanThe tax-centric, Californa-based firm has AUM of $100 million.
November 14, 2019
2 Advisors, Married 12 Years, Keep Their Work Lives 3,000 Miles ApartLongtime planner Linda Lubitz tells ThinkAdvisor about this unconventional arrangement, plus how she screens out clients who are "pains."
November 14, 2019
Human Capital: Compliance Guru Todd Cipperman Breaks Down SEC's New Ad RuleIn Episode #4 of our podcast, we talk with Cipperman, a go-to expert on all things compliance-related for advisors.
November 14, 2019
Ken Fisher Asked Women to Appear in Ads. Not All Were Happy About It.The money manager enlisted their help after making vulgar remarks.
November 14, 2019
Merrill Lynch, Wells Fargo Reps Move to Raymond James: Recruiting RoundupMeanwhile, Integrated Partners picks up an Ameriprise team; LPL Financial adds advisors from Advisor Group-Ladenburg.
November 12, 2019
Advisor Group, Ladenburg Union Creates 'LPL Alternative'The merged entity is just starting to look at retention bonuses and other issues, Advisor Group CEO Jamie Price tells ThinkAdvisor.
November 12, 2019
5 Best & 5 Worst U.S. Cities for Veterans to LiveWhich cities are doing the best when it comes to accommodating veterans, and which could use some improvement?
November 11, 2019
Advisor Group to Buy Ladenburg, Forming Mega-BD NetworkWith the merger, the combined 11,500 advisors and nine broker-dealers can keep using third-party clearing firms.