RIA-industry veteran will replace Roger Ochs at the $37B wealth management firm
The plaintiff's bar is licking its chops, looking for a new class to represent
Carson ends a 28-year relationship by moving his firm from LPL to Cetera.
New Fidelity report calculates 104 deals last year compared to 138 in 2015, partially due to growing gaps between what buyers are willing to pay and what sellers are seeking.
The firm is an employee-owned, independent partnership associated with Raymond James, and has found success with its collegial 'no-jerk policy' for those who'd like to join.
The executive vice president and head of Fidelity's RIA segment is leaving the company at the end of the month.
LPL among the firms to benefit from the expanded distribution of financial advice
Differentiating themselves from brokers would be easier now that debate has raised investor awareness of the role of a fiduciary
Novos Planning Associates moves under the Mercer umbrella as the 22nd branch office
