Legacy Wealth Advisors was looking for an easier place to do business and differentiated service, founder Kevin Loyd said.
InvestmentNews gains behind-the-scenes access to gauge the mood of execs and advisors as firm prepares to transition 7,000 RIAs and nearly 4 million client accounts.
The firm is targeting 3,000 domestic job cuts and more than $10 billion in cost savings.
Global firm's wealth management unit was among its star performers.
The Americas lead gains across all regions as risk appetite grows.
Traders are hoping weaker data will stall the Fed's aggressive monetary policy.
The eurozone economy continues to struggle with inflationary pressures.
The Connecticut-headquartered firm will help its partner to extend its offering for selected wealth management clients.
Sheryl Hickerson, CEO of Females & Finance and judge for the upcoming InvestmentNews Women to Watch Awards, explains how to make the most of your conference experience.
'As a mother of three young kids ... I am so pleased to see NASAA recognizing the need for some flexibility,' an advisor says.
What's becoming evident is how tricky it is for wealth management firms to make the right match.
The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
Indiana-based Pendill Wealth Management has offices in Bloomington and Mooresville.
Don’t miss the chance to be featured in InvestmentNews’ inaugural Hot List showcase.
Politicians and regulators shouldn't be unduly favoring or burdening particular investment vehicles.
Some investors mistakenly believe they can achieve superior results by trying to time the market, but this approach inevitably leads to missed opportunities.
World Insurance Associates' retirement specialists unit is growing its national footprint and wealth management focus.
The firm is moving into a new phase of growth and has hired a former LPL, Citi, and Capital One leader.
The regulator alleged the firm's global markets unit had flawed underwriting processes for securities offerings.
Grayscale's win against the SEC has boosted the prospect of spot Bitcoin ETFs.
