The aggregator announced the addition of Sanford Advisory Services, a $1.1 billion firm based in Portage, Michigan, as private equity backing continues to drive acquisitions in the wealth management space.
JPMorgan CEO says a bigger risk to the global economy is the war in Ukraine as it signals the ‘Cold War is back.'
Advisers may benefit from shifting allocations within both their fixed-income and equity exposures, as well as introducing alternative asset classes.
As the number of certified financial planners grows, here are the independent broker-dealers who employ the most CFPs.
The acquisition of Vantage Advisors, a St. George, Utah-based firm, expands EP Wealth’s existing footprint in Utah to three locations.
Measures that would build on the SECURE Act's efforts to improve retirement security could run into trouble if consumer advocates zero in on annuity reform.
The popular corporate leader will co-found a company that provides debt and equity to businesses run by women and minorities.
Total US annuity sales rose 4% to $63.6 billion, according to the Secure Retirement Institute.
Doing a Roth conversion is one way to avoid a tax hit later, Slott said, and life insurance is another, often-overlooked tool.
The two famed investors commented over the weekend on the investment fervor and speculation seen during the pandemic.
Advisers should talk to their clients about their comfort level with risk and whether they prefer a safety-first approach.
The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.
New retirees must figure out how to convert their savings to retirement income, and the SECURE Act might mean opportunities for advisers willing to ramp up services to attract them.
Mercer is acquiring HYA Advisors, an RIA based in Springfield, Missouri, as private equity money continues to drive RIA consolidation.
Asset-based pricing still dominates in wealth management, but the trend is moving away from charging clients based on portfolio size.
The acquisitions add presence in Carlsbad, California, and Indianapolis.
While the number of firms decreased, aggregate revenue for Finra-registered firms rose to $398.5 billion in 2021, up from $361.9 billion in 2020.
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
During inflationary periods, sectors that thrive under most circumstances and breakthroughs that have established themselves are both good bets.
Inflation will likely edge down to about 4% as supply chain problems are resolved, while the continued demand for labor will sustain consumer confidence, Crossmark's chief investment officer said.
