Both sides claim they're doing what's best for the average investor.
Addition brings AUM at Salt Lake City brokerage/RIA to $1 billion.
The median RIA firm grew at a 10% compound annual growth rate over last five years, according to the firm's annual study.
One hundred and thirty advisers left in the second quarter, marking the firm's third consecutive quarter of reductions.
Royal Securities Co. in Grandville, Michigan, affiliates with VantagePointe Financial.
Research finds a woman and a man can have significantly different views of the same marriage.
Once they have a child's Social Security number, hackers can apply for government benefits, open bank and credit card accounts, apply for a loan or rent a place to live.
The share of older people in the workforce is higher than at any point since before the creation of Medicare.
A recent district court decision has implications for how retirement plan sponsors should monitor their adviser.
Tim Buckley, firm's current chief investment officer, will become president immediately and take the chief executive role Jan. 1.
Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax.
Persistently low interest rates have hammered insurance company profitability.
Bill's sponsor, Republican Rep. Ann Wagner, still hopes to get bipartisan support.
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
Recommendations include staying in jobs longer, moving to less expensive houses and even relocating out of state.
Stephen Eubanks of Hingham, Mass., claimed to be an RIA running a hedge fund.
Wealth Design Services in Rochester, New York, also provides tax services.
Investors are increasingly shifting their money to passively managed strategies.
Cincinnati sister-brother team and duo in Michigan shift firms.
Wealth Partners Capital buys into Forbes Family Trust, MAI Capital and EP Wealth Advisors.
