The Biggest Gaps in RIAs Today: Joe Duran
By Jane Wollman RusoffHere's what stands between midsize firms and the national market, according to the former United Capital CEO.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 21, 2023
Senate Democrats Press DOL for More Time on Fiduciary Rule CommentsThe proposal has "serious implications and potential repercussions," the senators wrote.
December 21, 2023
LPL Takes 20% Stake in Independent Advisor AllianceThe backing will help to elevate advisor services and support without jeopardizing IAA's independence, its CEO says.
December 20, 2023
5 Steps to Building a Growth-Focused Marketing BudgetHere are the ways to ensure that what you spend is intentionally aligned with priorities for 2024.
December 20, 2023
Aon to Buy Wealthspire Parent NFP for $13.4BNFP is the 13th largest U.S. insurance broker; Wealthspire has $20.5 billion in AUM.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.