The acquisition diversifies Prime Pensions' client base and extends its geographic presence.
Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients happy.
The downward trend in the expense ratios that 401(k) plan participants incur for investing in mutual funds continued in 2021.
Don't assume that clients intend to spend their principal in retirement.
The asset management firm will change its name this fall to Raymond James Investment Management.
Smaller B-Ds and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.
Advisers weigh in with their suggestions for the lucky individual who has the winning ticket for the Mega Millions drawing.
Style often trumps substance for personal finance commentators on social media platforms, though some are blending the best of digital and traditional advice
The acquisition of American Portfolios could bolster the network's revenue and profit margins over time, according to the rating agency.
The provision was rejected as an amendment to the Senate Finance Committee's EARN Act, but it could reemerge in a final bill sent to the floor of the House and Senate.
The 'external system breach' put the Social Security numbers of 2,188 of the firm's clients at risk, according to the Maine Attorney General's office.
The acquisition of Winfield Associates adds to MAI's financial planning and investment teams at its headquarters in Cleveland.
The team in Lake Charles, Louisiana,, now known as Woods Brignac Wealth Management of Raymond James, moves to the firm’s employee channel.
Workers now see maintaining their current standard of living as their top financial priority in retirement, replacing more lavish plans, according to a new study.
While it might be a lousy long-term investment, gold has a proven track record of rising to the occasion when times are tough.
Oklahoma, Texas firms form Gaddis Premier Wealth Advisors. David Reed will serve as CEO of the new firm.
Some investors worry that higher living costs, rising bond yields and weak trailing equity returns may lead to household capitulation in the equity market.
The half-time scorecard indicates that four predictions are 'heading in the right direction' and six are 'too soon or too close to call.'
Mikail Qazi and Timothy Martin are joining UBS Private Wealth Management in Washington, D.C.
Their attorney, Jeffrey Erez, said they were misled by UBS brokers who didn't understand the risky product.
