Acquisition is fourth in RIA channel since last year and eighth overall in 2016.
Barbara Archer, founder of Archer Wealth Management, will be a managing director and partner.
CFO Paul Donofrio says the bank's decision "creates significant flexibility for our advisers, and we're delivering fiduciary, best-interest advice to clients.” <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-faq" target="_blank">A comprehensive, searchable database of advisers' fiduciary FAQs</a>)</i></b> .
Tech experts are showing, not just telling, advisers that they are vulnerable to online threats
First Heartland Capital broker Jerome Scott Krause liquidated some of their investments without consent
The broker wired funds to a business account to pay himself a higher salary, unearned commissions.
The Thrush Group will be the 10th transition to HighTower this year.
A home equity conversion mortgage — more commonly known as a reverse mortgage —is becoming harder to dismiss as an income tool for retirement plans.
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Both the 2016 and 2017 proposed fiscal budgets included a $3.4 million limit on retirement savings for an individual.
Advisers can avoid all of these 60-day rollover issues by using only direct trustee to trustee transfers whenever possible.
Planners are tweeting and posting to the web more &mdash; and many are gaining new clients from the effort.
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The ever-present push toward lower-fee products and services plays a large role in advisers' consolidation of providers.
LendingRobot allows planners to create client accounts with unique risk and investment profiles.
Lessons can be learned from larger firms that have completed Finra's examinations, and from the safeguards they've built to avoid future problems.
Some argue that company-sponsored plans, viewed as the holy grail of asset management, are greatly in need of more options.
Open to Fidelity's custody clients, advisers will have access to an online portal, one-on-one coaching and peer learning opportunities.
