Massachusetts adviser Richard Duncan got two clients to invest in a scam that originated in Turkey.
The judge says the insurer didn’t violate its fiduciary duty by retaining agreed-upon investments.
The addition permits advisers to create unified managed accounts for their clients.
Purchase, New York-based Altium Wealth Management specializes in direct indexing.
Napier, which will operate as a wholly-owned unit, will broaden First Eagle’s capabilities in the alternative credit market.
Roughly 86% of last year's net inflows went into collective investment trusts, which now hold 45% of total TDF assets.
Four-adviser Stonebridge Financial Planning Group, which is based in Orlando, Florida, specializes in working with women in transition.
Chris Georgopoulos joins in West Palm Beach, Florida, and Thomas McKeown joins in Chicago.
See the payout grids for 49 IBDs, based on data the firms provided to InvestmentNews Research.
The service, called the Orion Network, offers advisers access to preferred rates from more than 100 third-party service providers.
