The Atlanta-based team is led by Jeff Lewis, Steve May and John McColskey
The U.S. Court of Appeals affirms an earlier ruling against Morgan Stanley in a case regarding the sale of Puerto Rico bonds
Algonquin Advisors, Worldview Wealth Advisors join the Chicago-based firm
Offers are due later this month for the division, which reportedly could fetch more than $3 billion
The measure, led by Rep. Andy Levin, would require advisers to consider environmental, social and governance factors in investment decisions
The decision follows a similar one by Prudential Financial to stop selling variable annuities with living benefits, amid extremely low interest rates
The IRMAA surcharges outlined in notification letters apply only to 2021 Medicare premiums based on 2019 tax returns.
The acquisition, slated to close early next year, addresses the 2020 industry shift toward technology-enabled financial planning
The move comes at the closes of 2020, which has seen fewer breakaways exit than previous years, but with higher average AUM
Lynn Daughtry, Kyle Conger form White Oak Investment Management in Georgia
With multiple vaccine types, the distribution chains involve hundreds of businesses and thousands of employees around the world
Large registered investment advisers in the Northeast have watched their assets diminish in 2020, even as the broader market reached fresh highs
Schooling remains crucial for career prospects, but with tuition sky high many parents are questioning college savings and the value of an education
The single greatest risk facing employees right now may be mental health, and leaders can do a lot to institute a healthy work-life balance
The move could curb shareholder actions related to sustainable investing
The company has evaluated potential combinations with the asset management operations of rivals
Advisers are dashing for the door before the end of an eventful year turned upside down by COVID-19
The asset management firm is looking to roll up boutique asset managers onto a single platform
Advisers don't like it when REIT valuations bounce all over the place
The lack of guidance on custody is slowing the adoption of cryptographically based assets, experts say
