Want to Sell Your Practice With No Transaction Fee?
By Gil WeinreichA new website, run by recruiter Phillip Flakes, offers free listings to sellers and charges a subscription fee to buyers.
July 12, 2013
RIAs Call Social Media Policies Their Top Compliance GoalAdvisors are honing their social media savvy, with nearly 83% of firms adopting formal social media policies this year, according to a just-released compliance survey.
July 11, 2013
United Capital Announces c5 Wealth Management AcquisitionUnited Capital's acquisition of Virginia-based c5 follows on the heels of its July 1 announcement that it had acquired Georgia-based PPA Advisors.
July 10, 2013
Fidelity Clearing Unit to Reorganize, Appoint New LeadersFidelity Institutional announced Wednesday that it would reorganize the business due to rapid changes in the financial advice industry.
July 10, 2013
Cerulli: Bank Trust Assets Reached $2.3 Trillion in 2012Bank trust companies are doing well, but threats for RIAs linger.
July 10, 2013
Gen Z on Paying for College, Leaving the NestTD Ameritrade surveyed the up-and-coming generation on their biggest financial worries and the age still living with parents becomes uncool.
July 10, 2013
Schwab Reveals Secret of Fastest-Growing RIAsThe fastest-growing RIA firms have black-belt status in one key area, reports Schwab Advisor Services' Jon Beatty.
July 10, 2013
5 Things to Know About Delayed Health Care MandateIt was seen as a major concession to business interests; here's what you should be doing now with all that extra time.