The addition of WealthTrust's $6.4 billion in AUM lifts HighTower's total to nearly $46 billion, a nearly four-fold increase from four years ago.
The president's advisers have signaled he'll sign a bill to make it unlikely that state auto-IRAs are put into place as well.
Legendary endowment chides "fee bashers," saying what really matters is net returns. But traditional styles of active management are now available as low-cost index, or smart beta, funds.
401(k) plans have changed markedly over the past few decades, through the proliferation of mutual funds and the growth of target-date funds and automatic plan-design features. What's next?
As a result of the DOL fiduciary delay, the bank said customers could continue to use financial advisers as they had in the past.
Spoiler: The U.S. is not number one.
New online courses explain crucial retiree health care issues for advisers.
Your tax information is far more valuable than your credit card data.
The contest involved persuading customers to take out securities-based loans in which they borrowed against the value of their portfolios.
DOL fiduciary rule inspires questions about whether annuity transactions' current suitability standard is sufficient.
Self-regulator wants to encourage capital-raising while still protecting investors.
Connecticut man raided his client's account in $1.2 million theft.
A state-level mandatory retirement plan will not solve the problem of Americans not saving.
The five-year class-action battle involved 1,056 former financial advisers.
Developments in the excessive-fee lawsuit highlight the duty to monitor investments and the duty of a prudent trustee to be cost-conscious.
Takes enforcement action against firms taking money to tout stocks.
Certain provisions of the rule will kick in putting those affected advisers more squarely in the line of fire of the litigation enforcement mechanism of ERISA.
Expect rapid product innovation and growing demand in this area, along with considerable business opportunity
Advisers have to make accommodations, but some believe the changes are worth it to forge deep and long-term relationships with young clients.
