Captrust Adds $3.3B Arizona RIA
By Jeff BermanThe addition of MRA Associates also allows Captrust to start offering tax consulting services.
January 08, 2021
Janney Drawing Steady Stream of Wirehouse RecruitsThe firm recruited 43 advisors and nearly $4 billion in assets to its Private Client Group in 2020.
January 08, 2021
Embrace the Shift Toward Fiduciary-Driven Financial ServicesA fiduciary makes the case that he's where the future is.
January 08, 2021
Life and Health Groups React to U.S. Capitol TakeoverThe ACLI and NAIFA say they look forward to working with the Biden-Harris administration.
January 08, 2021
Dan McMillan Named President of StanCorp: Personnel MovesLincoln Financial, OneAmerica, Eagle Life, Alegeus and Molina also have personnel moves announcements.
January 08, 2021
PPP Reopens to New and Existing BorrowersCommunity financial institutions will be able to make First Draw PPP Loans on Monday.
January 08, 2021
U.S. 2020 Death Total Will Be At Least 12% Higher Than Expected: CDCNew Jersey has highest reported mortality rate while North Carolina has lowest.
January 07, 2021
Mercer Nabs $815M RIA in AtlantaNews of the acquisition comes only two days after Mercer said it bought Kays Financial Advisory Corp.