A Legg Mason study found just 14% of financial advisors said they’ve helped their clients develop specific plans to address their future long-term housing needs.
RCS Capital Corp. is continuing its buying spree with a $1.15 billion deal to buy Cetera Financial Group, an independent broker-dealer headquartered in El Segundo, Calif.
The number of registered investment advisors plying their trade jumped by an annualized rate of 8% between 2004 and 2012, according to Cerulli Associates.
Lincoln Financial Group’s new Concierge Care Coordination service is designed to simplify the coordination of formal and informal long-term care service options.
