Advisor M&A Fell in 2023: Why DeVoe Says It's No Big Deal
By Victoria ZhuangRIA deal closings declined for the first time in a decade, DeVoe & Co. reported.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 24, 2024
Senator Probes Medicare Plan Distributors on Marketing TacticsSen. Ron Wyden, the finance chair, wants to know how much leads cost and how users vet them.
January 24, 2024
Ed Yardeni Is Getting Nervous About the Speed of S&P 500's RallyThe index "may be starting a tech-led meltup similar to what happened during the second half of the 1990s," he explained.
January 24, 2024
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: StudyNearly half said they had already done so, according to a survey from Advisor360°.
January 24, 2024
Carson Group Picks Up 31 Firms, $3.6B in 2023The RIA now works with $33 billion in AUM and over 140 advisory firms.
January 24, 2024
Quiz: How Well Do You Know Annuities?These retirement income vehicles offer various pros and cons, and many can be tailored to a client's needs.
January 24, 2024
Getting Clients to Buy Into the Return to NormalcyAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.