The addition of Prudeo Partners, an asset management and planning practice based in Pennsylvania and South Carolina, brings Perigon's AUM to $6.9B.
Reflecting on her unique experiences and family background gave Tremaine Wills the confidence to go big and really help women with financial literacy
Search for the best financial planning software and CRM platform ends this Friday.
The firm welcomed nearly $16B of new client assets in 2023 and 292 advisors.
The disgraced advisor fleeced more than 400 investors in a fraudulent 'private equity' fund over a 13-year period.
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
The core consumer price index, excluding food and energy costs, rose 0.4% in January, which was more than expected and the most in eight months.
LPL's equity purchase of Atria will cost the firm at least $805 million.
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Markets expect inflation to have eased but may be overpricing Fed cuts.
Prices should be moderate despite weakening demand.
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
'This appears to be more of a reflection on Stifel,' one industry recruiter says.
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Poll of more than 1,200 workers highlights shifting savings habits, student debt woes, and overwhelming demand for advisors.
A combination of obsessive entrepreneurial spirit and a roller-coaster learning curve led William Huston to a unique niche within financial services.
Advisors should ask how and why clients want to address racial equity in their portfolios.
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Washington team is the second practice to join the firm so far in 2024.
