Donors who have had their accounts for 10 years or more last year issued grants that were 61% larger on average than those from donors with a tenure of six years or less.
Austin, Texas-based Brainard represents a key market for Pathstone's focus on family office services.
Naratil will become the firm's chief financial officer and lead the division that will oversee the Credit Suisse merger, a Swiss newspaper reports.
JPMorgan and the FDIC, which orchestrated the sale, agreed to share the burden of losses, as well as any recoveries, on the firm's single-family and commercial loans.
The giant firms face an approaching winter as they become less prominent in the overall advisory business.
With cheerleaders on the left and critics on the right, the chair of the Securities and Exchange Commission stays focused on what matters.
The SEC chair says the views of Republican commissioners can influence rules, even if unanimous support can't be achieved.
Protective’s Jim Wagner explains what advisors should look for as they prepare clients to begin drawing on their assets for income in a market unlike any they’ve seen.
The bidding process could pave the way for a tidier sale of First Republic than the drawn-out auctions that followed the failures of Silicon Valley Bank and Signature Bank last month.
The bank's stock fell amid speculation that a takeover by regulators, while not the only possibility in play, is becoming more likely.
Improving the digital experience for advisors and clients was a significant theme; Envestnet also announced a partnership with Empower to give advisors easy access to retirement plans.
LPL's advisor head count totaled 21,521 at the end of Q1, an increase of 246 advisors from the previous quarter and up 1,430 year over year.
CI claims to have tripled its return on its original minority investment in Congress Wealth Management.
The last time the EBRI survey showed a decline in confidence of this magnitude was in 2008, during the global financial crisis.
Chicago-based Burnham Harbor Private Wealth has four advisors.
Mark Friedman and Mitchell Peters, who are joining RBC's San Francisco office, had been affiliated with First Republic since 2017.
Although its efforts to meld its businesses met with some opposition, the company's revamped platform will provide great returns for users and investors, Bill Crager says.
Rep. Maxine Waters, D-Calif., said she's worried that seniors who aren't tech savvy may not be able to opt out and receive paper disclosures.
The SECURE 2.0 legislation, tax rates and other changes can pave the way for conversations with clients about strategies around required minimum distributions, Ed Slott says.
Interest income brought the firm's revenue to a record high during the quarter ended in March, offsetting lower income from asset management fees.
