Nationwide completes Jefferson National acquisition
By Daniel WilliamsThe addition of Jefferson Nationals 4,000 RIAs and fee-based advisors makes 'for a perfect complement' to the insurance carriers distribution force.
March 01, 2017
Buffett Backlash: Fund Execs Criticize Sage’s Grim View of Active InvestingPassive index funds are not necessarily the best investments for all investors at all stages of their lives, some fund professionals argue.
March 01, 2017
TD Ameritrade Cuts Trade Commissions to $6.95 in Latest Price War SalvoOne day after Fidelity cuts were matched by Schwab, TD trimmed online equity, ETF and options trading costs.
February 27, 2017
How Young Financial Advisors Can Invest in ThemselvesOne of the most overlooked parts of advancing one's career is self-investment.
February 27, 2017
What Do You Do When the FBI Is at Your Door?It is not uncommon for an advisor to be contacted by criminal authorities regarding accounts they manage.
February 27, 2017
Most Middle-Income Boomers Feel Unprepared for Retirement: SurveyJust 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
February 23, 2017
Advisor M&A Growth Is ‘Subplot of a Bigger Story,’ Says Schwab’s BeattyRecord number of 2016 transactions reflects growth of RIA industry and confluence of buyers and sellers shared search for durable businesses.
February 23, 2017
Triad Adds OSJ With 11 Reps, $5B in Assets: Recruiting RoundupMeanwhile, Cambridge promotes executive; Echelon Partners taps ex-LPL M&A specialist, others for new roles.