Firm, offices and 450 advisers will become part of the Cetera Advisor Networks B-D.
Organization's CEO confirms meeting with Edward Jones, says broker-dealer still considering how to move forward.
This month's edition kicks off with the announcement that Fidelity is launching a new Managed Account XChange (FMAX), in what appears to be a shift in the Fidelity business model.
The legislation would address some of the U.S. retirement system's shortfalls, including the millions of Americans who still lack access to plans.
The firm will not offer a direct-to-consumer version of Voya Digital Adviser.
Trade groups asking for delays or softer versions of the new code for CFP holders.
Hybrid robo launched in March charges one-time planning fee plus $30 a month.
GRP, an LPL super-OSJ, would represent the latest in a flurry of acquisitions for Hub.
Regulator also pledges more transparency in settlements.
She's willing to advocate for additional compliance time if firms have made a good faith effort.
Veteran executive departs financial services for a whole new industry.
The acquisition keeps Orion's TAMP on pace with larger companies like Envestnet.
Wealth managers risk losing key clients and sacrificing business leads if they don't work with 401(k) plans.
Form CRS uses a simplified approach to help clients more fully understand the terms of their relationships with advisers
The inability to access data on plan participants interferes with efforts to customize their benefits and investments
The best way to get 100% buy-in on new solutions is to rope your team into the decision-making process as early as possible.
Independent firm led by Michelle M. Merkel makes the switch after 26 years with Principal Securities.
Where you go to hang your hat in retirement is a massive life decision.
The new tool will generate a basic income plan that combines guaranteed fixed annuities and traditional asset management models.
Chairwoman Maxine Waters also expressed concern about the social-networking giant digital currency plan.
