The chief executive of Ritholtz Wealth Management has benefited from a strong online presence in terms of building his client base, but also in recruiting top talent.
First-quarter volume was up 11%, in part because of president-elect's frequent social media activity
Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.
Multiple forces are driving industry consolidation.
From Black Friday Focus Group to the Goddesses of Financial Planning, it's about sharing ideas.
With most versions of the plans aimed at replacing Obamacare including higher deductibles and out-of-pocket expenses, HSAs could represent a tradeoff in terms of costs.
Veteran adviser manages $170 million in client assets.
CEO Rob Francais turns RIA sellers into owners
$300M adviser launches firm in Naples, Fla., to serve affluent individuals and families.
Firm's `100-year-plan' includes future deals in March and June, says CEO Rob Francais.
