White House moves to curb institutional purchases of single-family rentals, with enforcement details still to be set by regulators.
The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity across the profession.
Gold surges past $4,800 on Trump’s Davos remarks; stocks shoot up following details of future deal framework, with the president no longer imposing planned tariffs on Europe.
Trump’s Greenland tariff threats revive ‘sell America’ trade as global investors dump dollars, Treasurys, and equities.
Record revenue, wider net interest margins, and double-digit client asset gains mark another banner year for the brokerage giant.
Clayton Chandler brings deep experience to lead data and AI strategy across Merchant’s growing RIA ecosystem.
Seven-person advisory group brings more than a century of combined experience and a holistic planning focus.
The newest four-advisor practice to join in New York adds bench strength in financial and tax planning for pre-retirees and retired clients.
Merit Financial Advisors and Prime Capital Financial are each leaning further into tax planning and strategy with their latest partnerships.
Also, a veteran from Edelman has decamped to Baird, while UBS scoops an experienced Morgan Stanley advisor in the Pacific Northwest.
