Allworth Financial, a Folsom, California-based registered investment advisory firm managing almost $13 billion, has acquired Novak Financial Planning, an RIA in Bel Air, Maryland that manages $367 million.
Founded in 1987 by husband-and-wife team Dan and Carol Novak, the firm serves approximately 450 clients.
Terms of the acquisition were not disclosed.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
