With women controlling an increasing share of wealth, the addition of another female partner-advisor is important for Allworth
However, fund managers are generally optimistic and intend to maintain or increase exposure.
Jason Johnson founded 509 Wealth Management in 1998 and manages approximately $400 million in assets.
The firm has launched two brands to differentiate between high-net-worth and ultra-high-net-worth clients
The regulator alleges unauthorized trading for recommending inappropriate investments forbenefits including $50,000 of a minor child whose parent died on active duty.
The nationwide independent wealth manager has been busy expanding its footprint during recent months.
Capital Credit Union is the fifth credit union in recent months to transition between the two wealth management networks.
The father-and-sons team at New Jersey-based Sopher Financial Group’s value LPL as a ‘top of the tech curve’ wealth management firm
The deal adds Delaware-headquartered RIA Mallard Financial Partners, with $180 million in AUM, to Mercer’s growing footprint.
Trading and portfolio rebalancing are among the most popular types of technology among advisors, but which providers are their favorite and what determines satisfaction?
