Victoria, Texas-based CoastPoint Financial adds $150 million in client assets to the broker-dealer giant’s network.
Based in South Carolina, the three-person holistic planning practice is joining a 4,000-strong network of advisors.
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
The study exposes demographic fault lines in financial knowledge, with advised individuals scoring higher on several fronts.
The seasoned advisor oversees more than $120 million in assets at his planning and investment practice in Rome, Georgia.
Annual report shows donors made $11.8 billion in grants from Fidelity's donor-advised funds last year.
The firm saw a year-over-year drop of 65 percent in new asset flows in January, including a steep slowdown in core net new assets.
The seasoned advisor brings more than two decades of industry experience.
A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports.
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
