Carson Group Adds $2B in Committed Assets in Q1
By Emily ZulzThe firm added 17 new partner firms in Q1; existing partner firms saw a big average uptick in assets.
April 19, 2018
SEC Broker Conduct Plan Is Not a Fiduciary StandardAdvocates for RIAs and consumers said the SEC didn't clearly define "best interest" in the 1,000-plus page proposal.
April 19, 2018
M&A Activity for RIAs Surges in Q1, Poised for Boffo YearBreakaway activity also accelerated after several high-profile exits from the broker protocol.
April 18, 2018
Kestra Nabs Veteran Merrill Team in Ohio: Recruiting RoundupMeanwhile, LPL-affiliated Trilogy Financial taps a board member with marketing expertise
April 18, 2018
CFP Board and NAPFA Announce New CollaborationThe collaboration deepens a long-standing relationship and can benefit both organizations and their members.
April 18, 2018
Ron Carson Chooses His SuccessorAaron Schaben, 32, has an office nickname, "Baby Einstein," Ron Carson says.
April 17, 2018
HighTower to Buy $4.5B Salient Private ClientThe deal gives the RIA its first foothold in the Lone Star State and could put it at the $55 billion asset mark.
April 16, 2018
VanEck Launches Real Asset ETF as Inflation Hedge: Portfolio ProductsIn other product news, Research Affiliates launched a new smart beta strategy.