Gratus Capital Management says it can benefit from the support as it looks to acquire more firms
In the wake of acquisitions, only about 25% of advisers were “very satisfied” with buying another adviser's book of business, according to a new survey.
Strong growth and future prospects are just two things that make an RIA acquisition candidate more valuable.
Problems with one standard for brokers and advisers are voiced at a fiduciary summit.
IAA study shows that the top 1% of firms manage more than half of all assets.
There's been no summer break for the SEC, as the regulator's tally for never-examined advisers has been bolstered by a quicker examination process.
Three advisers join as partners and will operate as HighTower Fort Myers.
A scandalous lawsuit, new data on the growth of independent firms, and the rest of this week's must-reads
Four formidable forces are developing to take assets from the standalone local advisory firm and they are quietly building momentum.
<i>Breakfast with Benjamin:</i> The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day
Redhawk Wealth Advisors and Jemstep co-brand an online investment platform to help clients with investments.
The average firm saw a 19.2% increase in assets under management year-over-year in 2013. What was behind the growth?
Brokers who make large drawdowns from their investment accounts may be showing their hand before breaking away.
On today's <i>Breakfast with Benjamin</i> menu: BofA settlement bites homeowners. Plus: Warren Buffett feels compliance pain; a mortgage shop tries financial advice; fewer stocks participating in the bull market run; and stocks that could benefit from the ALS ice-bucket challenge.
<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.
Custodian hopes to land on growth path with new technology and new hires.
Report points to low-cost online platform, Millennial market, $1 billion in AUM.
