Dan Wheeler, Influential DFA Leader, Dies at 77
By John ManganaroMillions of investors now enjoy fee-based advice and low-cost funds because of Wheeler's work.
February 21, 2023
Cambridge Launches New Service for Advisors With Wealthy ClientsThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
February 17, 2023
LPL's Enyedi, Audette Take On Expanded RolesLPL says it's realigning its management to provide a more integrated client experience.
February 16, 2023
Dynasty Financial Partners to Buy Breakaway Consultant TruClarityPamela Stross, TruClarity CEO and president, plans to join Dynasty as a consultant after the transaction is completed.
February 16, 2023
Commonwealth Sets Recruiting Record in 2022The firm onboarded 270 advisors with a record-breaking $11.24 billion in client assets, it says.
February 15, 2023
Mariner Wealth Adds Arizona Tax PracticeThe acquisition of Hopkins Tameron Hostal enhances Mariner's "mission of providing clients with 360° wealth advice," it says.
February 15, 2023
SEC Votes to Expand Advisor Custody RuleThe rule's broader scope will include any client assets of which an advisor has custody, including cryptocurrencies.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.