“It made the most sense for us to make this decision,” says Merit's president Kay Lynn Mayhue.
InvestmentNews' search for the top employers in the industry is underway.
"There are many psychological factors that go into such a fraud,” attorney says.
Money has been pouring into actively managed ETFs and out of active mutual funds, but the future for the products, including semi-transparent ones, is hardly certain.
The veteran with nearly three decades of experience will lead the Arizona-based firm's newly established family office division.
The national RIA extends its reach in Florida with the addition of a five-person multigenerational planning team to its advisor network.
The company's deal to pick up the defined contribution business is one of the bigger ones in recent years, in an industry that keeps consolidating.
Soaring power usage due to the AI-revolution is causing wealth managers to look far and wide for energy investments.
Tricia Mulcare shares the touch points that work for her when a client loses a loved one.
Strategic hires made as firm achieves significant AUM milestone.
Duo will drive growth and diversification of firm’s alternatives solutions offering.
Firms to offer 'one stop portfolio' solution.
Global indexes gained in early trade Thursday.
China, EVs among the factors weakening demand.
Wall Street firms are addressing complaints about excessive hours.
Advisor stresses importance of income you can't outlive.
Annual NASAA report maps out how investment advisors are mixing up their fees, planning, and wealth management services for clients.
Fewer clients can help the advisor perform at "a higher level," says one new RIA.
The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.
A new report reveals that digital assets are increasingly being recommended by wealth managers.
