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Business Transitions Articles
The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.
HighTower has added its 46th team with the addition of Wolf-Collins Wealth Management in Red Bank, N.J.
The new unit also aims to create a Tiger 21-style network for top RIAs focused on alternative investments.
You may be surprised by some of the things that are now monitored with wireless technology, says IT Brief.
Based in Brookfield, Wis., Freedom Wealth Alliance is a newly launched, independent, hybrid RIA firm that manages $225 million.
Schwab lost a $15 million arbitration case against Morgan Stanley, which it accused of improperly recruiting brokers from a Schwab branch who left with confidential trade secrets.
David Lau, Jefferson National Financial’s chief operating officer, has vacated the post after nine years with the company, company officials confirmed today.
The American College of Financial Services has named Robert R. Johnson, Ph.D., as president and chief executive officer beginning October 1.
The Financial Advocacy Network supports four independent advisory practices with a total of approximately $450 million in client assets.
The FPA today announced that Pamela Sandy has been elected as its president-elect for 2015.
Financial Advisor Blogs
Portfolio Manager Insights
The pace of change is more rapid than it has been in the past few decades, which is causing disruption that impacts advisors' work and compensation. + Read more
No other book describes the psychology and pain of financial manias as well as this one, written by a film critic who fell into the 2000 tech speculation abyss, says Nick Murray. + Read more