Stifel Adds 3 Merrill Advisors
By Jeff BermanTwo advisors moved to Stifel in Dallas, while the other did so in the St. Louis area; the three had combined assets of $243 million.
November 03, 2020
2020 Election Predictions: Carville, Valliere, Friedman Weigh InWill the election outcome come quickly or drag on? What about the Senate and House races? Which states are still up for grabs?
November 03, 2020
Eaton Vance Wealth Unit Wraps Up Purchase of $2.3B RIAThe news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.
November 03, 2020
Jackson National Lays Off 150 WorkersThe layoffs are due to "economic conditions and a decline in industry sales," a company spokesperson said.
November 03, 2020
Health Care: What if Biden Wins? What if Trump Wins?The presidential candidates promise two distinctively different paths for health care. Here's a look at both.
November 03, 2020
The History of the Schwab-TD Ameritrade DealA look at the $22 billion transaction's roots shows how earlier M&As and the industry's move to zero commissions were critical to its development.
November 03, 2020
Tibergien: What's Next for RIAs After Schwab-TD Ameritrade DealThere's "no real truly branded fiduciary business" today, but the emergence of one is "pretty likely," industry guru Mark Tibergien says.
November 03, 2020
What the Schwab-TD Ameritrade Deal Means for Advisors: MalloukLines separating the broker-dealer and RIA business models "are going to continue to be blurred," the head of Creative Planning says.