How Raymond James Is Cultivating Black Advisor Talent
By Jeff BermanAfter holding its ninth symposium for Black advisors, the firm says it's zeroing in on colleges and universities.
February 28, 2023
Integrated Partners Buys $2B RIA Near San DiegoThe acquisition of Laurel Wealth Advisors is Integrated's first.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 23, 2023
7 Big Social Security Claiming Mistakes Couples MakeRetirement planning expert Jeff Levine breaks down the Social Security claiming issues couples find most confusing.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 22, 2023
Dan Wheeler, Influential DFA Leader, Dies at 77Millions of investors now enjoy fee-based advice and low-cost funds because of Wheeler's work.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 21, 2023
More Advisors Would Have Custody Under New SEC Plan. Here's How.The Safeguarding Rule would cover more advisor activities and require "extensive" new relationships with custodians, legal experts say.