The deal, set to close in the third quarter, will see $3.8B in AUM added into Colony’s portfolio.
The firm welcomes a 25-year industry veteran with experience from Wells Fargo to shore up its infrastructure, operations, and risk platforms.
From bringing in quality producers to focusing on the advisor experience, InvestmentNews’ 5-Star IBDs for 2024 are doing what it takes to succeed their way.
Leading a team with a combined record overseeing $1.2B in assets, the Certuity alum focuses on helping executives, legal pros, and other HNWIs achieve financial clarity.
The retail investing giant raked in $1.33B in net income during Q2 even as new accounts opened fell short of expectations.
Ex-Merrill advisor says being independent means "getting creative".
Back office efficiencies among decision to switch firms.
They should be heading towards retirement but their finances are stretched.
Spoiler Alert: It does not exist despite claims on social media.
Markets expect weaker consumer spending to prompt Fed cut.
Annual growth near 4% expected to fuel revenue boost by 2028.
Firm wants compensation for losing its senior position in reorganization.
Survey finds more US adults living with medical debt, with some avoiding health care to stretch their budgets.
The Federal Reserve chair sees a clearer path to the central bank’s 2 percent target following Q2 inflation measures and latest jobs data.
Industry veteran Craig Hawley set to take over as leader of Nationwide Annuity pushes through with retirement.
"Do these disclosure issues and conflicts at Wells Fargo also exist at peers," one industry executive asked.
Americans from coast-to-coast will be tuning into this week's GOP convention. Wealth managers will be watching too.
Advisors recount their successes of the first half, as well as their failures, because nobody at the track trusts a guy that shows you only his winning tickets!
Full-day educational program will help investment advisers fulfill new ethical requirements as NASAA model rule reaches two key hotspots.
The wealth juggernaut extends its recruiting streak in Connecticut with a veteran advisor ensemble.
