The transaction follows several similar deals in recent months, and the trend is likely to continue.
Are young professionals who can't pay walking straight into debtor's prison?
In the wake of acquisitions, only about 25% of advisers were “very satisfied” with buying another adviser's book of business, according to a new survey.
Young professionals require holistic financial planning that considers all assets and liabilities.
Strong growth and future prospects are just two things that make an RIA acquisition candidate more valuable.
Customer relationship management systems can be extremely valuable ... if you put them to use.
A simple web search will reveal a lot about you, so take care to keep a positive profile.
Apple's unveiling of new technology and services is met with a mixed response from financial advisers.
The Big Apple lags in creating wealthy Americans
Discount rate, inflation and taxes determine the lifetime value.
Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.
A rising number of households is bearing debt for the younger generation
Provider data covering new and in-force policies and premiums
2013 rankings of insurance companies based on direct premiums
Problems with one standard for brokers and advisers are voiced at a fiduciary summit.
<i>Breakfast with Benjamin:</i> The stock market rally has not led to equity fund flows. What gives? Plus: Apple's big week; Hertz CEO resigns and the stock rallies; GE sells its appliance unit and the impact of Scotland's independence push.
