Fidelity Taps Leaders for Advisor, Institutional Businesses
By Janet LevauxThe move is part of the firm's alignment of clearing and custody with its brokerage and technology operations.
December 01, 2022
Mercer Buys $5B RIA in Silicon ValleyThe acquisition of Regis Management will expand the scope of Mercer Advisors' UHNW and family office work.
November 29, 2022
Atria Adds Former LPL Exec to Push Indie Growth StrategyBill Morrissey will support the firm's "next stage" and will lead the roughly 1,500 advisors in Atria's independent channel.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 22, 2022
10 Reasons RIAs Should Specialize NowMichael Kitces, Michael Finke and others explain how having a niche focus can help advisory firms boost their business and pay.
November 22, 2022
Your Clients Need an Estate PlanA big estate tax change is coming in five years, and "procrastination is the enemy of estate planning," says D.A. Davidson's Andrew Crowell.
November 21, 2022
Fisher Investments Manager Selling Aaron Judge's Record BallYoumans was reportedly offered $3 million for the ball but recently chose to auction it off, according to ESPN.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.