Wealth Management M&A Deals Still on Track to Top 200 in 2019: Echelon
By Jeff BermanThe third quarter's deal total fell just shy of the prior quarter, Echelon Partners reports.
October 07, 2019
$1B Team Joins LPL From FSCThe 10-advisor firm comes on board from one of Advisor Group's broker-dealers, as does a second team with $210 million.
October 07, 2019
As Brokerages Race to Cut Commissions, RIAs Should Check Their FeesThe zero-commission arms race could have legal and regulatory implications for those who use wrap fees or asset-based pricing.
October 07, 2019
Vanguard Expands Active Offerings: Portfolio ProductsAlso, Schwab to launch 3 new fixed income ETFs.
October 04, 2019
Envestnet CEO Jud Bergman Remembered as VisionaryTributes to Bergman, who died in a car crash, pour in from Ron Carson, Michael Kitces, Aaron Klein and other members of the advisory and fintech communities.
October 04, 2019
$135M Merrill Team Goes Indie With New RIAThe group, now partnering with TruClarity Wealth Advisors, includes two veteran advisors based near Houston.
October 04, 2019
Envestnet CEO Killed in Car CrashJud Bergman's death has shocked the industry, as leaders like Joe Duran, Michael Kitces and Aaron Klein expressed online.
October 03, 2019
Riskalyze Upgrades Its Wealth Management Platform With New FeaturesFidelity becomes latest firm to make its portfolio research available on Riskalyze Partner Store.