Atria to Buy IBD Cadaret Grant
By Janet LevauxThe deal, which is supported by Lee Equity Partners, should add some 900 advisors and about $23 billion in assets under administration to its base of 500 reps with some $30 billion.
April 19, 2018
Cigna-Express Scripts Deal to Face Justice Department ReviewA top official says 'vertical deals' require too much federal compliance monitoring.
April 19, 2018
Meet Your Multiemployer Pension Nightmare: Actuary to LawmakersA witness told members of a new committee that 1 million people could soon face 90% benefits cuts.
April 19, 2018
Democrats Unified Against Trump but Torn on Election AgendaA Democratic strategist says many voters would rather have affordable health insurance than a modest tax cut.
April 18, 2018
Kestra Nabs Veteran Merrill Team in Ohio: Recruiting RoundupMeanwhile, LPL-affiliated Trilogy Financial taps a board member with marketing expertise
April 18, 2018
New SEC Proposal Should Even Out Your Best Interest Playing Field: ACLIThe life insurer group's president says the same best interest standards should apply to all sales professionals.
April 18, 2018
SEC OKs Best-Interest Proposal for BrokersThe proposal will go out for a 90-day comment period; Commissioner Kara Stein dissented.
April 18, 2018
CFP Board and NAPFA Announce New CollaborationThe collaboration deepens a long-standing relationship and can benefit both organizations and their members.