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Eric Rasmussen

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Beacon Pointe Wealth Advisors Nabs $300M Boston Firm TPW

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West Coast firm Beacon Pointe establishes an East Coast beachhead in its national growth plans and gets an established SRI manager in the bargain.

High Flying

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Newport Beach, California’s Beacon Pointe Advisors Has Grown From An Institutional Consultancy To A Private Client Wealth Manager Hungry To Acquire New Rias.

Mariner Wealth Launching Offices In Four New Cities

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Mariner Wealth Advisors has extended its power and reach by planting its flag in St. Louis, San Francisco, Oklahoma City and Scottsdale, Ariz...

Where’s The Juice?

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In a market with overheated stock values, dividend investors want stocks that pay. Finding good ones means greeting new names, and contending with old problems.

Emerging Markets Get Cheap Gas

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Some people bet these countries are set to ride on a wave of cheaper oil and commodities, and others are looking for outliers to ride the volatility

Young Advisors To Watch In 2015

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In a graying industry, younger advisors are entering the field in surprising ways, and with surprising attitudes about the future of the business.

Fidelity, FirstPoint Team Up To Handle Advisors' Smaller Relationships

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Fidelity and FirstPoint, a Mariner Wealth subsidiary, have teamed up to offer advisors help with mass affluent clients.

Sailing To The Coasts

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

Clever Apps, Travel Network And Gerontology Class For Merrill Advisors

by FA Staff

Merrill Lynch is beefing up the ways in which its advisors can work with clients on retirement planning.

Savant Capital Buys Windy City-Area Accounting Firm

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The RIA giant makes a left turn and buys another Chicagoland firm focusing on accounting, tax and payroll.

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