Georgia-based GER Loftin Wealth Advisors oversees $225 million in client assets.
Rita Robbins, the 2023 recipient of the Alexandra Armstrong Award for Lifetime Achievement, founded Affiliated Advisors 30 years ago, a ground-breaking move in a career that has created new opportunities for women.
The president's deal in describing a few bad apples risks tarring the whole industry with the same brush.
Some advisors don’t like the number of master accounts at Schwab, the phone support or the technology. They’re exploring other custodians but don’t want to repaper.
$2.1B firm is part of Northwestern Mutual's Private Client Group.
Spontaneous conversations about family fortunes can lead to regrets, new report warns.
Research chief says rates outlook has not been reflected in equities yet.
CFTC data shows bets persisted even though the cash bonds had rallied the week before.
Wall Street stalwarts are among the largest providers of sustainability linked loans.
'It’s a devastating award, or lack thereof, for the claimants and a massive victory for Raymond James,' says an attorney not involved in the case.
The Sanford, North Carolina-based firm oversees $1.3 billion in assets.
ESG may have dominated the headlines, but faith-based investing has steadily – and quietly — been on the rise.
"Perry is a very talented, sharp person, who's been bumped up from recruiter to head of a region to leading a division," says one industry executive.
The October employment data point to a cooling labor market, which reinforces market views that the Fed may be done with its rate hikes.
The deal adds two offices to Dakota's footprint.
Ohio-based team has more than 115 years of combined industry experience.
FTX founder committed "one of the biggest financial frauds in American history" and justice was swift.
It's hoped the stats will give weight to a looser rates policy from the Fed.
Wall Street bear Michael Hartnett says technical barriers should not block S&P 500 rally.
Has the fraud eroded trust in digital assets or can the industry rebound?
