Is HighTower Advisors Tapping Oros as CEO?
By Janet LevauxIndustry watchers share their views on the possible move of the HD Vest executive and the pressures facing the next CEO of HighTower Advisors.
November 13, 2018
Edelman Financial Engines Joins TCA by E-Trade PlatformEdelman Financial Engines will also be a "national player" in the E-Trade Advisor Network.
November 13, 2018
Mercer Advisors Acquires Sigma Investment ManagementSigma has 270 clients and $500 million in AUM.
November 13, 2018
Client Financial Info on One Sheet Is Hit With Clients, Asset-Map SaysWhen Adam Holt, founder of Asset-Map, was an advisor he found that his "clients wanted the Asset-Map religiously."
November 13, 2018
AssetMark Launches Digital Investment Management and Planning PlatformThe WealthBuilder platform helps advisors streamline and scale their businesses while helping clients plan, track and meet goals.
November 12, 2018
Rep. Waters Vows Crackdown on 'Bad Actors' as Finserv ChairWaters lays out what she'd stand for in the likely event she is confirmed as House Financial Services chair.
November 12, 2018
Fidelity Pushes Low-Cost Envelope (Again)It is now offering advisors Target Allocation Index-Focused Model Portfolios, with expense ratios of 0.03%-0.12%.
November 09, 2018
Website Design Tweaks Fuel Big Investor Changes, Study FindsVoya-sponsored study evaluated results from workers visiting enrollment websites for auto enrollment into their employer-sponsored 401(k) plan.