Mega-RIAs Will Grow to Rival Wirehouses in Next Decade: Mariner's Bicknell
By Jane Wollman RusoffAdding services to meet clients' needs is crucial to that growth, Mariner Wealth Advisors' CEO says.
July 19, 2024
What to Know Now About IRS' Final RMD Regs: Jeff LevineAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 19, 2024
Magnificent Seven' Extend This Week's Rout to 5%Technology stocks led losses in the S&P 500 Friday, with the gauge poised for its worst week since April.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 19, 2024
Smarsh Integrates ChatGPT With Its Compliance PlatformThe integration allows financial services firms to use ChatGPT Enterprise compliantly, the tech firm says.
July 19, 2024
Focus Financial to Merge Atlanta-Based Wealth Shop With Colony GroupThis and other recent deals have pushed The Colony Group's assets to about $110 billion.
July 19, 2024
SEC Launches Sweep of RIAs' T+1 ComplianceRIAs have received letters asking for details on procedures for trade affirmation and recordkeeping, K&L Gates attorneys say.
July 19, 2024
Brokerages, Banks Caught Up in Massive Tech OutageClients at Bank of America, JPMorgan Chase, Schwab and Wells Fargo reported problems Friday morning.