Logging Into Bank Accounts Is a $3B Business
By Julie Verhage, Gillian Tan and Selina WangOne player in the space, Plaid, says it's buying New York-based Quovo in a deal that could be worth about $200 million.
January 08, 2019
What RIAs Are Thinking for 2019, in 7 Charts: TD AmeritradeTD Ameritrade Institutional released its latest RIA Sentiment Survey of 302 independent RIAs.
January 07, 2019
$10B Retirement Group Moves From LPL to Triad-Affiliated RIABased in San Diego, Retirement Benefits Group has 15 affiliated offices and 68 advisors who serve more than 580 retirement plans.
January 07, 2019
HighTower Names Bob Oros CEOThe news comes about two months after intense industry speculation that the former HD Vest CEO planned to make the move.
January 07, 2019
NAPA Announces Top Retirement Plan Advisors Under 40The list of 100 advisors was chosen from a list of more than 500, based on a quantitative and qualitative review.
January 04, 2019
Corporate Philanthropy: How Small Advisory Firms Can Create a Big ImpactCorporate philanthropy doesn't have to be large-scale to create real community impact.
January 04, 2019
Fulton Bank Buys Raymond James-Affiliated Wealth GroupMeanwhile, Power Investment Services, which has some $130 million in assets, has joined LPL's hybrid platform.
January 03, 2019
Funded Status of US Corporate Pensions Slipped in 2018: StudyWillis Towers Watson finds that U.S. corporations did almost as well as last year in contributing to employee pensions, but far off 2007 levels.