Advent of large national firms will make it tough on minnows, says United Capital's boss
Claims big losses from partnerships that failed to provide anticipated tax benefits
Burns Advisory and Executive Financial are in final stages of integration after adopting a new name
Tie up creates $2.5B firm; combined outfit vaults into top 50
Edelman Financial Group isn't big enough to develop the liquidity and attention of analysts needed for institutional investors to trade the stock, Edelman says.
Takes over top sales spot left vacant after promotion of Nally
Commission's decision seen as tacit endorsement of the Alternative Investment Product service
Deal valued at $1B; trading platform highly valued
An analysis of stakes held in publicly traded U.S. and Latin American companies uncovered eight billionaires who haven't appeared in any major international wealth rankings. Most of their 10-figure fortunes are derived from public holdings and dividend income.
A recent survey of Schwab's clients found that only a third of investors felt comfortable making their own investment decisions. Marie Chandoha, president and chief executive, is targeting the remainder.
Families earning more than $250K lose incentive; those without plans can access an auto-IRA
In a dramatic turn, Edelman Financial announced on Monday that the publicly traded company will be acquired by a PE firm in a deal valued at $265 million. Why delist? Ric Edelman explains it all for you.
