M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors
By Joyce HansonIn other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.
July 01, 2013
Wedbush Recruits Ex-Raymond James Rep; LPL Affiliate Adds 5 AdvisorsStratos Wealth attracts advisors with $470 million in assets from Wells Fargo and other firms.
July 01, 2013
Top 10 Winners of Best Wealth Manager Logos PollWith 2,051 votes tallied, AdvisorOne.com readers selected the 10 best wealth manager logos out of 25 finalists.
July 01, 2013
10 Best Wealth Manager Logos: Advisors Behind the WinnersFirms submitted, readers voted. Now, the advisors behind the Best Wealth Manager Logos talk about how they chose the logos and how they market their firms.
June 28, 2013
Schwab CEO Shows Some Love for RIAs: Weekend InterviewWalt Bettinger on how he values RIAs, helping advisors with changing client demographics and an aging workforce, and why he cringes at the growth of target-date funds.
June 27, 2013
Advisors, Investors Confident About Future: SchwabRIAs are more confident and optimistic about their businesses for the future, according to Schwab Advisor Services.
June 25, 2013
SEC Comments Muddy the Waters in Fiduciary Standard DebateThe debate over the fiduciary standard that will become applicable to many financial professionals may be coming to a head.
June 24, 2013
Schwab’s Leaders Talk of ‘Never Greater’ Opportunities for RIAsFrom the Explore conference, Walt Bettinger and Bernie Clark provide updates on programs for advisors and their new ad campaign, Own Your Tomorrow.