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Richard P. Rojeck assumes the role of chair of the Certified Financial Planner Board of Standards' board of directors.
Royal Bank of Canada is pushing deeper into the U.S. wealth management business, with plans to buy Los Angeles's City National Corp.
Upon closing of the transaction, the combined platforms will have more than $290 billion in assets under administration.
Jim Woolery, who was expected to become chairman of Cadwalader, Wickersham & Taft in 2015, is leaving to join Hudson Executive Capital.
The RIA giant makes a left turn and buys another Chicagoland firm focusing on accounting, tax and payroll.
Here are five steps advisory firms can take to make sure they can buy another business.
Financial advisors and their designated successors can avoid many common pitfalls if they have a good plan in place should an owner suddenly depart the business.
The biggest threat to independent firms with one primary advisor is what will happen if that person suddenly dies or is disabled, says this expert.
The voracious Kansas acquirer continues its purchases in the Northeast.
Nasdaq will buy the independent RIA, a data analytics, passive indexing and smart-beta strategies provider.
There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.
Most investors do not understand how to find a private placement opportunity that would meet their risk profile.
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