The hybrid firm has brought on over $1 billion in assets from the wirehouse in the past month.
Burt White is sticking to his previous call that stocks will produce 10% gains in 2014, with room potentially to move slightly higher.
Firm adds 43rd team to its partnership as it begins deploying funds from a $100M loan to boost recruiting. <i>See <a href="http://data.investmentnews.com/aotm/">IN's Advisers on the Move</a> for other big deals.</i>
Firm signs Kimberly Hollenbeck to help recruit on the West coast; fills position left open by Kevin Geary.
Larry Roth's old firm might be the next target for Nick Schorsch's hard-charging broker-dealer, says senior columnist Bruce Kelly. <i><a href="//www.investmentnews.com/gallery/20140116/FREE/116009999/PH"" target=""_blank"" rel="noopener noreferrer">Plus: See the biggest recent indie B-D M&A deals</a></i>
Does setting up a hybrid RIA firm make sense for your practice? Here are four factors to consider.
Graduates need not be signed up for the exam, but use of the moniker is limited to five years
Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business
Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.
It's time for the CFP Board to be more transparent in its dealings over adviser pay descriptions.
Designation-granting board goes to the source to get some answers.
In another high-profile case, board tells adviser Rick Kahler he must drop fee-only label but he disagrees.
Mastering the right way to communicate with powerful women and their partners could be a boon to advisers' businesses.
Advisers who have the patience, empathy and courage to sift through what matters most to powerful female clients can help them create a plan for success that's likely to make them clients for life.
Divorce and widowhood require sensitive communication and help in gaining confidence.
Despite gains, steep learning curve remains on investing and cash management.
