First-Half Advisor M&A Surge Continues in July: Fidelity
By Michael S. FischerSeven RIA deals took place in July, including the sale of Wealth Enhancement Group, with nearly $12 billion in AUM.
August 13, 2019
New Funding to Help Snappy Kraken Expand Its Offerings, CEO SaysThe advisor-focused marketing technology company gets $3.5 million in a seed round investment.
August 13, 2019
FPA Rolls Out Group Health Insurance for Members in Most StatesThe plan is generally available for advisors with two to 50 employees.
August 13, 2019
Health Insurance Choices Could Get Your Client DeportedNew immigration regulations leave coverage purchased with ACA subsidies off the list of positives.
August 13, 2019
Third of Fund Managers See Recession in Next 12 Months: Merrill SurveyThis is the highest share of fund managers to say so since 2011, according to Merrill.
August 13, 2019
Genworth Finds Buyer for Canadian Mortgage Insurance UnitBrookfield Business Partners has agreed to pay $1.8 billion for the unit and to provide bridge financing.
August 12, 2019
Vanguard Admits Erroneous Stock Holdings in 2 ESG ETFsAs result of an error by index provider, the Vanguard ESG U.S. Stock ETF (ESGV) temporarily held shares in a U.S. gun maker.
August 12, 2019
Commonwealth Sees Surge in Advisors Ditching FINRAThree advisors told ThinkAdvisor why they chose to become an RIA or IAR.