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March 25, 2019

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March 25, 2019

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Featured News

Merger mania: Why consolidation in the RIA space is about to explode

The pace is expected to pick up as big firms seek to get even bigger and older advisers look to cash out.

Principal-Wells Fargo retirement deal would be among largest ever

Acquisition would be in line with trend of record keepers seeking to gain scale to combat fee reduction.

FPA butts heads with Michael Kitces over $8 million in ‘missing’ funds

A Kitces blog post implying potential fraud and embezzlement triggers a biting FPA response.

Ameriprise offloads $1.7 billion in fixed annuities

Firm is trying to shift its business mix, freed up $200 million in capital.

Staying active in a year of volatility

Credit markets' ups and downs this year are likely to equal those seen last year, as investors determine the right balance of risk and protection.