Mercer Advisors Adds 2 Execs in Aim to Double Its Size
By Janet LevauxOne worked earlier for Strategic Financial Solutions and Condé Nast, and the other for Edelman Financial Services.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 20, 2021
LPL Financial Nabs $700M Morgan Stanley TeamThe group has three advisors, is based in Los Angeles and has an office in Las Vegas.
July 20, 2021
Mariner, AdvicePeriod to Form $48.1B RIAMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 16, 2021
Schwab Reports Mixed Results: Q2 EarningsIts second-quarter results, which include those of TD Ameritrade, were hurt by a $200 million regulatory charge.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.
July 15, 2021
Trendspotter: Advisor Fee Structures Are ShiftingAdvisors have become more likely to offer fixed fees and hourly fees in addition to asset-based fees. Here's why.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.