The firm saw a year-over-year drop of 65 percent in new asset flows in January, including a steep slowdown in core net new assets.
‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.
A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports.
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
Connecticut firm has acquired a $150M firm in New Hampshire.
New study reveals how emotions are impacted by challenging market conditions.
The asset manager has seen impressive inflows over the past two years.
The addition of Prudeo Partners, an asset management and planning practice based in Pennsylvania and South Carolina, brings Perigon's AUM to $6.9B.
Reflecting on her unique experiences and family background gave Tremaine Wills the confidence to go big and really help women with financial literacy
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The firm welcomed nearly $16B of new client assets in 2023 and 292 advisors.
The disgraced advisor fleeced more than 400 investors in a fraudulent 'private equity' fund over a 13-year period.
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
The core consumer price index, excluding food and energy costs, rose 0.4% in January, which was more than expected and the most in eight months.
LPL's equity purchase of Atria will cost the firm at least $805 million.
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Markets expect inflation to have eased but may be overpricing Fed cuts.
Prices should be moderate despite weakening demand.
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
