Ads featuring the firm's female employees were part of a campaign to counter negative coverage of the company.
Kestra's acquisition unit adds Minneapolis RIA.
More than a third had crossed Fidelity's 70% threshold for those 10 years from retirement.
Leveraging key technologies can ensure that clients' interests are protected.
The move is the latest by Silicon Valley tech companies muscling in on financial firms' territory.
More than $37 billion flowed into donor-advised funds last year as tax reform increased interest.
Twenty-five percent of average assets of rich investors are currently in cash, according to UBS Global Wealth Management survey
A $100 billion fund manager challenges traditional views on monetary policy.
As stocks trade near record highs, investors are abandoning strategies involving long-term Treasuries.
Fisher Investments is a huge player in exchange-traded notes, dominating more than a quarter of the $22 billion market.
