Mercer Advisors Acquires Sigma Investment Management
By Marlene SatterSigma has 270 clients and $500 million in AUM.
November 12, 2018
Rep. Waters Vows Crackdown on 'Bad Actors' as Finserv ChairWaters lays out what she'd stand for in the likely event she is confirmed as House Financial Services chair.
November 12, 2018
Fidelity Pushes Low-Cost Envelope (Again)It is now offering advisors Target Allocation Index-Focused Model Portfolios, with expense ratios of 0.03%-0.12%.
November 09, 2018
Website Design Tweaks Fuel Big Investor Changes, Study FindsVoya-sponsored study evaluated results from workers visiting enrollment websites for auto enrollment into their employer-sponsored 401(k) plan.
November 09, 2018
In a World of Free Products, Financial Planning Must ChangeThere's no doubt the investment business is changing. The question is how do advisors take action to adapt?
November 09, 2018
Hybrid RIAs Staying Put as Growth Outpaces Indies, Report FindsCerulli research shows hybrid BD/RIA model no longer just a stepping stone to full independence.
November 09, 2018
How Commonwealth Aims to Track the Industry 'Puck'At its yearly meeting in Austin, leaders of the indie broker-dealer describe its focus on RIAs and other efforts to boost its service level.
November 09, 2018
The New Future of the Profession: 'Longevity Advisors'Hartford's John Diehl on how advisors can help clients live better longer lives.