The group of professionals, including a father-son duo, come together in Traverse City after managing more than $500M at their former firm.
The 44-year veteran joining the firm's employee advisor channel joins after managing $112M at the wirehouse.
Reactions to recent world-shaping events shows financial markets' focus might be misdirected, suggests Saturna Capital's senior investment analyst and portfolio manager.
The financial world reacts to the Federal Reserve's first reduction in rates since 2020.
"I reiterate that I disagree with the allegations made in these suits," says Jim Walesa.
“Understanding what drives value for your business can become powerful information,” says RIA Lab panelist.
House Republicans passed legislation this week that would potentially tamp down on sustainable investing options within retirement plans.
The deal will enable Cerity to enhance its offering to corporations and businesses.
The firm has made its first acquisition since securing a strategic growth partnership.
Secondaries is expected to see fastest growth while PE and VC weaken.
Euphoria over rate cuts replaced by reality checks.
Strategist Michael Hartnett warning over rising risk.
State Street, Vanguard, BlackRock all rejected more proposals.
The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.
Firm attempted to minimize losses in thousands of "odd lot" positions by executing unfavorable cross trades with retail mutual funds and third-party broker-dealers, according to the regulator.
If you aren’t actively discussing referrals at every meeting, it’s time to make a change.
The Republican presidential nominee pledged to restore the deduction that his signature tax law ended up curbing during his administration.
Bank of America Private Bank is boosting its ultra-high-net-worth presence in Atlanta, Georgia and the broader Southeastern region with its latest addition.
The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.
The five-person group operating in Montgomery County adds to the Texas-based wealth platform's 2024 expansion streak.
