Eric Rasmussen

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Ohio Advisor Claims Her Firm Lied About Profits In Hightower Deal Talks

by FA Staff

Wendy Eldridge also claims in a lawsuit that her Marcum Wealth partners discriminated against her because she is a woman.

What Holds Clients Back From Annuities?

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Potential buyers say they like these products, so why don't they jump in?

LPL Adds 256 Net New Advisors, Beats 4Q Estimates

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The firm saw higher advisory and brokerage assets, though higher expenses crimped earnings.

LPL Recruits Las Vegas Duo With $320M AUM

by FA Staff

The Latus Group, founded by a former SWAT team police officer, has a retirement plan bent.

Raymond James Beats Estimates On Higher Assets, Flat Advisor Head Count

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The firm reported $3 billion in net revenues for the first fiscal quarter.

MAI Capital Acquires $1.4B Madison Wealth Management

by FA Staff

The Cincinnati firm builds out MAI Capital's Ohio and Northern Virginia presence.

Philly Area Father-Son Team Wins $500K From Woodbury For Defamation

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The firm had said the two failed to get authorization for Allianz annuities, but a Finra panel disagreed.

N.Y. Broker-Dealer Tries To Shut Down Utah Couple's Finra Complaint

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Two investors say they lost $2 million in cannabis investments, but PKS asserts it wasn't involved.

What Holds Clients Back From Annuities?

by

Potential buyers say they like these products, but why don't they jump in?

LPL Lures PNC Advisor In Indiana

by FA Staff

Zach Fiandt serviced some $260 million in assets and focused on high-net-worth clientele.

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