Custodians/Fee Only

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Sailing To The Coasts

by Eric Rasmussen

Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.

Property Perks

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Direct investing in commercial real estate is heating up.

Youth Shall Be Served Among Advisors (Hopefully)

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It’s clear that advisor firms need to replenish advisor headcount and to engage with younger investors.

Fidelity Investments Aligns Clearing And Custody Units

by FA Staff

Boston-based Fidelity Institutional has combined its clearing and custody businesses into one unit.

United Capital Recruits $2 Billion Firm

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United Capital Financial Advisers has recruited a 23-person advisory firm with more than $2 billion in AUM to its partnership, the firm announced today.

Charles Schwab Says It Seeks New CFO

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Charles Schwab Corp. is searching for a new CFO and is weeks away from introducing its ETF robo-advisor platform, says CEO Walt Bettinger.

Five Things To Watch In The RIA Space In 2015

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Changing demographics and generational wealth transfers will lead to tremendous shifts in the RIA business.

Fidelity 2014 Profit Surged, But Equity Outflows Doubled

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Fidelity Investments said on Thursday operating profit rose 29 percent to $3...

Time to Worry: Investors Are Confident Again

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New data from Fidelity shows that while the world panicked late last year, many individual investors in the U.S. were buying stocks.

Magic Johnson: Surround Yourself With The Best People You Can Find

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At the recent TD Ameritrade conference, Magic Johnson stole the show.

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