The addition of Budros Ruhlin & Roe will give the Toronto-based aggregator a total of $74 billion in U.S. wealth management assets.
As a rookie adviser, Vidal Peoples met a doctor in need of comprehensive financial planning. He taps into the kind of professionals whose incomes can skyrocket but are also saddled with mountains of student loan debt.
The efforts of Shundrawn Thomas might seem almost subtle, but they are not. In fact, little about Thomas, the president of Northern Trust Asset Management, is subdued, although his demeanor and general presentation suggest otherwise.
The SEC chairman's nod toward '40 Act crypto funds is the only opening the ETF space needed.
By joining forces with ETF Trends and ETF Database, Alerian seeks to become a powerful force that helps ETF providers stay ahead of the curve.
Zach Teutsch is proof socialists aren’t always averse to accumulating wealth as long as they can still fight the good fight against capitalism.
With the acquisition of Farr Miller & Washington, Hightower will install founder Michael Farr as its new chief market strategist.
Legg Mason vet Joe Sullivan is bullish on the future of Allspring Global Investments. The $604 billion asset management arm of Wells Fargo & Co. is being acquired for $2.1 billion by GTCR and Reverence Capital Partners.
Acquisition of Toronto-based Gavin Hockey Wealth Specialists gives Focus Financial another foothold in a market moving toward independence.
New report shows financial adviser conference attendees are less impressed with sponsor status than they are with solid content from those sponsors.
