Karen DeMasters

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Prospera Financial Services Adds $650 Million Firm

by FA Staff

Painter, Smith & Amberg has joined the Prospera network of firms.

Ex-Brokers Launch $450M RIA In Danville, Calif.

by FA Staff

Greykasell Wealth Strategies will be led by David Eisenhauer and will custody most client assets with Fidelity.

Foundation Source Is Expanding Services For Private Foundations

by FA Staff

The firm has acquired PG Calc, a support organization for charitable programs.

LPL To Acquire $100B AUM Atria Wealth Solutions

by

The deal is expected to give LPL another 2,400 advisors, the firm said.

Fidelity Charitable Donors Set Giving Record

by FA Staff

Despite economic uncertainty, donors authorized $500 million more in grants than a year ago, the charity said.

DeVere Group Sees Growth In Renewable Energy Infrastructure

by FA Staff

Lower interest rates will increase positive returns in the sector, deVere Group CEO Nigel Green said.

Miracle Mile Advisors Expands Nationally

by FA Staff

The Los Angeles-based firm is adding firms in Chicago and Baltimore.

NewEdge Advisors Recruits Connecticut's Nesso Wealth

by FA Staff

Nesso, with $262 million in client assets, was previously associated with the Carson Group.

E*Trade Sued For 'Paltry' Interest Rates On Retirement Sweep Accounts

by

The online broker's rates last year were at one point 500 times less than the federal-funds rate, the suit alleges.

N.J.-Based Summit Financial Adds Two Firms With $725M AUM

by FA Staff

Summit recruited two independent firms in Alabama and Indiana.

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