Both died without a spouse, and their estates need to undergo complex valuations to determine tax liabilities.
Integrated Equity Management is based in Bloomington, Minn.,
The acquisition is Sequoia's third since 2016 and adds $776 million to its AUM.
No response so far from Fed Chairman Jerome Powell, but all eyes are on him for a reaction
Bonds given junk status by Moody's because of high debt level being taken on by Cetera's parent company.
Senator cites 'soft corruption' of revolving door that causes SEC members to kowtow to industry.
Indexed annuity sales also broke their previous quarterly sales record.
Innovative Financial Solutions is based in Bloomington, Ind., and Palm Coast, Fla.
Michael Kernicky and his two sons join the firm in Media, Pa.
Three-person Patton Wealth Management sets up shop in Maumee, Ohio.
President told wealthy Republicans at fundraiser he wasn't in favor of Fed raising interest rates.
Brokerage failed to tell investors about its own business interest in U.S. subsidiary of foreign bank
Brian Hamburger: The SEC is not proposing harmony; it's proposing equalization
Broker Dealer Financial Services, an IBD with 150 reps and advisers, and $3.5 billion in assets, will become a Cambridge OSJ.
Move is latest in Chicago-based RIA consolidator's effort to expand senior leadership team.
Because women live longer than men, female couples need to put away more money for their old age, a new report shows.
Rules specify who qualifies for back benefits based on age and filing status.
Uncertain growth in the global economy tops the list; Turkey is at the bottom.
Your best strategy is to always act in the best interests of your clients, and this is the exact reason why.
Trust Company of America is gone, and there's big buzz over the name change. But turning the custodian into an industry powerhouse will take a lot longer — if it happens at all.
