Dynasty Adds $1 Billion Texas-Based Wealth Team From Credit Suisse
By John SullivanDynasty continues to build well, a dynasty, at least in the independent advisory space.
October 29, 2013
TD Ameritrade Posts Healthy Profits, Revenue in Q4 and FY 2013CEO Tomczyk notes fifth straight year of double-digit net new client asset growth, increase in regular dividend and a special dividend of $0.50 a share.
October 28, 2013
Perks of Going Indie: Recruitment Bonuses, Higher Payouts, Supportive CEOsThe world of independent RIAs and broker-dealers is wider and deeper than many advisors suspect. On Wednesday, a ThinkAdvisor trade show will help you navigate.
October 28, 2013
2 Merrill Reps Go Indie, Join Dynasty FinancialThis brings the TRUE Group to about $500 million in assets, with plans to keep growing over the next few years.
October 24, 2013
Obamacare, Medicare Maze: What Advisors Need to KnowDr. Katy Votava of GoodCare offers financial advisors practical steps to help their business and their affected clients (there are more than you think).
October 24, 2013
aRIA Reveals Path to Elite RIA Status for Savant and Beacon PointeJohn Furey's advisor think tank takes its first "behind the curtain" look at its advisory firm members success.
October 22, 2013
Raymond James CEO: ‘Our Focus Is Not on Acquisitions’The broker-dealer's conservative approach extends to the growing RIA channel as well, Paul Reilly says at women's symposium.
October 18, 2013
SEC Audits: 6 Items You’d Better Find, FastCRMs provide a "rock-solid" corporate memory against examinations and lawsuits, Junxure CEO Greg Friedman says.