Beacon Pointe Lured by CPA Services in Latest Acquisition
By John SullivanBeacon Pointe Wealth Advisors adds a fourth rollup, Independent Financial Advisors, to its $5.6 billion firm.
April 03, 2013
Top 10 Fund Brands: RIA, IBD, Wirehouse Advisors’ FavoritesWhen it comes to naming names, advisors predictably pick all the big fund firms as their favorites. But look at Phoenix's survey more closely, and fascinating patterns are revealed.
April 03, 2013
Fiduciary Survey Closes FridayLast chance for RIAs, brokers and dually registered advisors to make their voices heard on fiduciary debate at the SEC and the DOL.
April 01, 2013
National Advisors Trust Taps Former SEI Exec as CEOJames Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.
March 27, 2013
Advisors Optimistic, Not Using Policy Statements: Russell OutlookTheres good news and bad news to report in Russells latest quarterly outlook for advisors.
March 25, 2013
HighTower, UBS Veteran Join in New York PartnershipMK Wealth Managements principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.
March 22, 2013
6 Stages of Behavioral Change: Pt. 1Whose responsibility is it when clients fail to follow your advice?
March 22, 2013
Harold Evensky to SEC: Employ the ‘YOU’ Standard in Fiduciary RuleHigh-profile planner Harold Evensky says the SEC should require anyone giving personalized advice to provide a mom and pop statement describing the advisors responsibilities.