Evan Simonoff

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Welch And Kleintop Leaving LPL

by FA Staff

Financial Advisor magazine has learned that Fortigent's Scott Welch will be the latest high-profile executive leaving an LPL Financial's investment unit.

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Cetera Launches Wealth Management Event

by FA Staff

Cetera Financial Group launched its fifth annual Wealth Management University event in Las Vegas this morning with almost 200 advisors attending.

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Cetera Starts Integrating Platforms, Services

by FA Staff

Cetera Financial Group is taking the best services and platforms from the 10 separate broker-dealers its parent company has acquired in the last 18 months and making them available to all reps in the...

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Jim Grant On Delusional Fed Policy And Safe Assets

by

He likes Gazprom, which is selling at a 2.7 P/E after oligarchs' stealing.

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Annuity Aversion, Pension Envy

by Evan Simonoff

Lacking pensions, many Americans dislike annuities, but do they have a choice?

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Consolidation Models Emerge

by Evan Simonoff

Since Banyan founder Peter Raimondi started his firm in 2008, he’s done seven acquisitions and, with Boston Private, has now created a $9 billion RIA...

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Gundlach Details How Demographics Will Alter Housing, Hurt Home Builders

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Home ownership won't drive the economy the way it used to as renters rule and more millennials reject ownership, DoubleLine's Jeffrey Gundlach predicts.

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Focus Diversifies, Buys Stake In Flynn Family Office

by FA Staff

Focus Financial Partners is diversifying into the family office business by acquiring a major stake in Flynn Family Office, a multifamily office with a specialty in serving hedge fund managers and...

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Big RIAs Focus On Building Enduring Firms, Schwab Finds

by FA Staff

Large RIAs want to create firms with expanded ownership, institutionalized management practices and greater depth of service, according to Schwab Advisor Services' eighth annual benchmarking survey.

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Is Hubris A Threat?

by Evan Simonoff

Six years ago, a leading consultant to the advisory business told me that every major metropolitan market in the nation was about to host at least one RIA firm with $1 billion in assets or more.

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