Atria to Buy BD Next Financial
By Janet LevauxThe purchase could bring Atria a network of over 1,900 independent advisors with about $65 billion in total assets.
January 07, 2019
For Near Retirees, Taxes Are a Mystery: Idea FileInformation about this one (not so weird) topic might pierce the marketing blizzard.
January 07, 2019
$10B Retirement Group Moves From LPL to Triad-Affiliated RIABased in San Diego, Retirement Benefits Group has 15 affiliated offices and 68 advisors who serve more than 580 retirement plans.
January 07, 2019
3 Key Dates for Markets This Quarter: BlackRockAccording to Blackrock's global chief investment strategist, uncertainty around key events is likely to stoke volatility.
January 07, 2019
HighTower Names Bob Oros CEOThe news comes about two months after intense industry speculation that the former HD Vest CEO planned to make the move.
January 07, 2019
NAPA Announces Top Retirement Plan Advisors Under 40The list of 100 advisors was chosen from a list of more than 500, based on a quantitative and qualitative review.
January 07, 2019
GMO's Montier Warns: Beware of Rosy ForecastsUnrealistic optimism has caused long-term stock return expectations to rise to near-impossible levels, the analyst says.
January 07, 2019
Warren Kicks Off Presidential Campaign, Offers Estate Tax ProposalThe Massachusetts Democrat was in Iowa to talk about her goals.