The co-founder of the Houston-based registered investment advisor said $6 billion in size isn't what it used to be.
Federal Reserve Chair Jerome Powell warned of a return to bigger interest-rate hikes to cool inflation and the economy.
The proposal, which has little chance of passing Congress, would also raise the top tax rate for Americans making $400,000, to 39.6% from 37%, reversing one of Trump's tax cuts.
An Indianapolis-based trio overseeing $417 million is joining from One To One Financial Advisors, along with a pair of Las Vegas-based advisors managing $160 million.
Eversheds Sutherland's review of public reports found that Finra's monetary sanctions totaled $72 million last year, down from $150 million in 2021.
More than 1,000 clients signed a letter accusing the fund company of violating its fiduciary duty.
But the allegations cited in Dickson's BrokerCheck report are not specific; Dickson had led the firm since 2018.
Telarray Advisors, which has 18 employees, describes Creative Planning as a 'perfect match.'
Investment teams in the highest quartile for gender diversity outperformed others by 45 basis points, according to Willis Towers Watson.
Several unique elements affect women advisors' planning, including a greater focus on the established relationships between staff and clients and on the maintenance of culture within their practice.
Grayscale sued, asking the DC Circuit Court to overturn a decision the firm called arbitrary and discriminatory because the agency had already approved ETFs that track bitcoin futures.
The $1.5 million award to two investors follows a $36.7 million loss for Oppenheimer last September in a dispute involving the Horizon Private Equity III fund.
Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.
More than 40% of women believe the US is currently in a financial crisis, with another 24% believing that it is nearing one, according to a Nationwide survey.
Richard Weisberg will operate as Weisberg Wealth Management in Naples, Florida.
The president's proposal, which would also give the government new power to negotiate drug prices, would extend the solvency of the Medicare trust fund beyond 2050, the White House says.
The expansion of the map over the last five years shows the innovation that's occurring in the fintech sector and the many choices available to advisors.
The identical twin brothers overbilled for advisory fees and used their clients' credit cards and bank accounts to finance luxury hotels, jewelry and apparel.
The core group of Angie Ostendarp, Jordan Raniszeski and Mary Sherrill Ware is joined by Mitch Mayfield and Jeff Vandiver.
Passive funds and ETFs won’t completely supplant active managers, but their market share will continue to rise.
