Tedstrom Wealth and I.M. Wealth Care are both in the Denver Area and add $381 million in assets to Merit.
As chief strategy officer, LPL's former chief investment officer will join the executive board and report directly to Ron Carson.
The exchange-traded fund is sub-advised by Nuveen Asset Management, a unit of TIAA.
Financial adviser Lisa Tesar joins LPL’s employee unit in Cedar Rapids, Iowa.
See the IBDs where advisers took home the highest payouts in 2021, and how the numbers compare with the data from 2020.
Both WA Asset Management and the firm it acquired, Clark Financial Advisors, are based in Birmingham, Alabama.
Investors in the $1.6 billion of bonds issued by GWG face dire consequence if the alternative asset manager files for bankruptcy.
The advisers at Terrell, Texas-based American National Bank of Texas had previously been affiliated with LPL Financial.
As Brown Capital Management has grown, founder Eddie Brown has also seen his appreciation for being able to 'pay it forward' grow as well.
The acquisition of Oakbridge Partners will push Homrich's assets to nearly $13 billion. The deal is expected to close next month.
Here are 5 steps financial advisers can take to promote diversity, inclusion and belonging.
Survivor benefits can continue for those who wait until they're 60 to wed.
The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.
Massachusetts adviser Richard Duncan got two clients to invest in a scam that originated in Turkey.
Under Biden's plan, wealthy individuals would owe taxes on the unrealized gains of their assets, in addition to realized gains, a change that would upend long-standing tax principles.
The company has begun adding support for individual retirement accounts and Roth IRAs within its app, as well as pension accounts.
The judge says the insurer didn’t violate its fiduciary duty by retaining agreed-upon investments.
Michael Kitces says Massachusetts chief securities regulator William Galvin misfired by trying to impose fiduciary duty on brokers. Robinhood celebrates its win.
Schwab Personalized Indexing will bring the benefits of direct indexing, like better tax management and portfolio management capabilities, to a wider spectrum of investors and advisers.
J.P. Morgan hired Boaz Lahovitsky from Vanguard in 2020 to oversee the call center and video conferencing program.
