The firm's latest RIA partner adds $420 million in assets while expanding its base in Southern California.
The New York-based firm's new unit will be headed by a seasoned Blackstone veteran, with a team of alums from Carlyle, Nuveen, BlackRock and CAIS.
The ultra-high-net-worth firm with over $9 billion of advised assets and over a hundred years of history is looking forward to its next stage of evolution.
The lawsuit filed in Texas says the carrier's failure to remove an underperforming fund option, which holds over $2 billion in assets, has cost plan members millions.
Following a widely-held hold prediction, the FOMC dropped more hints on its inflation concerns while apparently maintaining distance from President Donald Trump.
Cerulli research reveals over half of households value a written financial plan, but just 25 percent of advisor practices meet the standard for comprehensive planning.
The breakaway advisor team is making a return to independence with the launch of their own RIA firm through the Dynasty network.
The broker-dealer titan is expanding its footprint in the West Coast with a veteran-founded high-net-worth practice.
The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax planning and compliance capabilities.
Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.
