RIA Taps Ex-BlackRock Private Wealth Head for CEO Slot
By Jeff BermanSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.
August 14, 2023
Schwab-TD Deal Unlikely to Unravel Due to Biden's Draft Merger Guideline"Unwinding mergers after the fact is exceedingly difficult," a Georgetown antitrust expert said.
August 14, 2023
Schwab Says TD Ameritrade Deal Leading to Retail, Advisory AttritionThe firm has stepped back from some custodial relationships with institutional clients, CFO Peter Crawford said Monday.
August 11, 2023
This Is Not the 'Altruist' You're Looking for: Michigan RIA Sues for Trademark InfringementAltruist Financial Advisors' CEO says his firm has received money intended for the California-based custodian.
August 10, 2023
Nationwide to Distribute MassMutual Indexed Annuities for RIAsThe new relationship shows how insurers are being creative about filling the product shelves.
August 07, 2023
10 Ways to Support Clients With Health StrugglesWhen a client falls ill, you might feel like it's not your place to step in. Think again.
August 04, 2023
3 Pieces of Career Advice From One Female Advisor to AnotherBe intentional about your career path and surround yourself with people who support it.
August 04, 2023
CI's Private Wealth Unit Has a New NameThe group was rebranded with a name derived from the term "client oriented," it says.