Mercer Nabs Another RIA in Colorado
By John ManganaroThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.
November 12, 2024
Osaic Streamlines Its Digital Tools for AdvisorsThe firm has consolidated four legacy platforms to support its goal of adding more financial planning capabilities.
November 12, 2024
Principal Names Deanna Strable CEODan Houston will continue to be the chairman of the company, which has $1.7 trillion under administration.
November 12, 2024
FINRA Fines Firm $30K for Form CRS FailuresG.research failed to disclose its own and its control affiliates' disciplinary history on Form CRS.
November 12, 2024
App Uses Pill Bottles to Look Up Medicare Drug PricesThe creator of CheckRx is the 18-year-old son of two longtime Medicare advisors.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.
November 11, 2024
Kitces to Join 2025 Coaching Roster at Limitless AdvisorMichael Kitces will direct a year-long leadership development program helping advisors scale while building work-life balance.
November 11, 2024
Advisors Want Seamless Digital Experience With Asset Managers: J.D. PowerNext to returns, advisors look for ease of doing business in choosing asset managers, a recent study found.