RIAs Took $36M in Excess PPP Loans: Study
By Melanie WaddellIn another study on PPP loan fraud, 45% of loans by fintech lenders were deemed questionable.
August 16, 2021
Meet the LUMINARIES Class of 2021This pioneering recognition program shines a spotlight how advisors and firms are moving the industry forward in the areas that matter most to advisors.
August 13, 2021
Mariner Wealth to Buy $500M Pittsburgh RIAThe acquisition of Commonwealth Advisory Group, Mariner's fourth announced purchase this summer, is expected to close Aug. 31.
August 12, 2021
Wealth Enhancement Group to Buy $1.1B RIA Investor SolutionsThis will be the wealth management firm's 10th acquisition of the year.
August 12, 2021
Janney Adds 8 Advisors From Ameriprise, Raymond James, Wells Fargo, TruistSo far this year, the firm has added 45 advisors who collectively manage more than $8.6 billion, it says.
August 11, 2021
DPL and SS&C Start Exchange for Commission-Free Insurance Products.The initial menu includes annuities, life insurance and disability insurance products.
August 06, 2021
LPL to Add SMAs to Model Wealth PlatformThe enhancement lets advisors combine multiple investment types in one account and will be rolled out to all advisors over the next few months.
August 06, 2021
10 Worst Financial Advisors in America to Date in 2021The latest advisors and brokers who "qualified" so far include alleged scammers, an alleged batterer and a registered sex offender.