M&As Have Banner Year, but What's Next?
By Ginger SzalaDeVoe's annual wrap-up has some good news for sellers, but with cautions attached.
January 22, 2020
Janney Nabs $335M Team of Women From Morgan StanleyThe Dupre Keating Group includes four advisors and a client associate working in Pennsylvania and Delaware.
January 21, 2020
Supreme Court Keeps ACA-Killer Case Off Fast TrackThe court could still take up the case after a lower court takes another crack at it.
January 21, 2020
The 3 Things CEOs Are Most Concerned AboutPWC's latest CEO survey found deep worries about 2020 and beyond.
January 21, 2020
Vanguard Veteran Jack Brod Named CFP Board ChairBrod, who replaces Susan John, takes the helm as CFPs are grappling with revised standards of conduct.
January 21, 2020
RIA Cerity Partners Adds $1B Sullivan & Serwitz TeamS&S will "provide presence and growth opportunities" in Northern California, Cerity Partners says.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.
January 21, 2020
Chris Conroy Chairs National Association for Fixed AnnuitiesChuck DiVencenzo will continue to be NAFA's president.