Karen DeMasters

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LPL To Acquire $100B AUM Atria Wealth Solutions

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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

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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.

David Canter Joins CAIS

by FA Staff

Canter's background working with independent advisors will allow CAIS to grow its business, CAIS said.

Vanguard Charitable Donors Hit Another Record Year Of Giving

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Vanguard's charitable arm bucked a trend that saw donations decline nationally.

EY Offers Advisors 10 'Resolutions' For Better Profits, Efficiency

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Best practices to promote growth should be embedded in advisory firms, EY says in a new report.

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