Guy Rodgers Private Wealth Strategies is based in Mansfield, Texas.
Fees from advising on deals almost tripled in the third quarter, crushing analysts’ estimates and helping to push the bank’s net income to $11.7 billion.
The cost-of-living adjustment will result in the largest increase in retirement benefits and taxable wages in 40 years.
The addition of Covenant Multifamily Offices expands Captrust's Texas footprint and adds $2.6 billion under management.
The financial services firms that people identified as their main source of retirement advice tended to be those with the biggest 'share of wallet,' consumer research firm Hearts & Wallets found.
Securities and Exchange Commission Chairman Gary Gensler said his agency will determine when digital engagement practices used by online platforms cross the line into investment advice.
The No. 1 reason given for the increase in advisory firm M&A is the desire to create a succession plan. Advisers nearing retirement should consider their alternatives.
The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.
Investors could benefit from investing in a lower-duration, diversified fixed-income solution that invests in high income-producing sectors, such as high-quality high yield or emerging market debt.
A Fed survey shows U.S. household expectations for inflation one year ahead rose to 5.3% in September from 5.2% in August, while median expected inflation three years ahead rose to 4.2% from 4%.
The digital record-keeping platform also promoted Ryan Anderson to chief product officer.
Ricky Moore’s Oak Financial Group in Angleton, Texas, had been with Sagepoint for seven years.
Wurster has run the company's asset management unit, which oversees Schwab funds and ETFs. Previously, he worked at Wellington Management.
The proposals in Congress might not become law, but clients are hearing about them and want to hear from their advisers on planning moves they could make to be better prepared.
Saumen Chattopadhyay fills a role that had been vacant since former OneDigital CIO Jamie Battmer left the company in March.
American Express Co. believes a consumer may want to create a full financial plan, complete with toggles for job promotions and inflation as well as important life events. They're not the only company that thinks so.
Proponents say special purpose acquisition companies help ordinary investors participate in private equity markets. Regulators are concerned about conflicts and fees in the complicated public offerings.
The biggest players are getting bigger, with the top four increasing their share of the health savings account market from 56% to 60%, according to a recent report by Morningstar Inc.
After a record-setting third quarter of 78 deals, Echelon Partners' data showed 2021 has already beaten last year's record for RIA transactions.
The insurance provider has created versions of the new product for commission-based and fee-based advisers.
