RIAs Are Upbeat After 'Epic' Quarter for M&A
By Ginger SzalaTD Ameritrade Institutional surveyed RIAs to get their take on the business, while DeVoe and Co. looked at a wickedly good year in M&As.
January 24, 2019
LPL, Stifel and RBC Add Wirehouse Reps: Recruiting RoundupPlus, Commonwealth Financial, Ameriprise and D.A. Davidson share their latest hiring news for early 2019, while RIA Integrated Financial Partners gives an update on its 2018 growth.
January 23, 2019
Best Ways to Relieve Growing PainsIt's not easy moving from a solo to an ensemble firm, but some strategies can make the associated changes much easier.
January 23, 2019
More States Advance Their Own Fiduciary RulesSEC's best interest rule still pending and now delayed by government shutdown.
January 23, 2019
Hearsay Adds Instagram to Platform for AdvisorsThe tech firm will review, track and store Instagram content for financial firms, as it does now for content posted on Facebook, Twitter and LinkedIn.
January 22, 2019
Payment Tech Supported by Kitces Raises $2M OnlineThe funds raised via crowdfunding will help AdvicePay launch an enterprise version of its technology, which can be used by investor clients to pay advisors directly from checking accounts and by credit card.
January 22, 2019
Skeptical About ESG? Don't Be. Here's WhyA new Amundi SA study shows out performance by ESG funds in recent years, and Nuveen, with $20 billion in ESG assets, affirms that finding.
January 18, 2019
12 Worst States for Retirement: 2019These states ranked the lowest on affordability, health care and quality of life for retirees, according to WalletHub.