Creating a trust for asset transfer can be advantageous, says Tim Laffey.
It's the third acquisition in the past nine months for the firm formerly known as Pensionmark Financial Group.
Up the Graph Financial Group of Irvine manages $115 million in client assets.
The new name reflects its status with the parent company, World Insurance Associates.
Small caps are poised to benefit from Federal Reserve rate decreases, according to analyst Julie Kutasov.
When it comes to political change, one strategist said, "boring is beautiful."
The four founders of the Dallas-based firm were with J.P. Morgan Securities.
Donations are being driven by the wealthy, the Giving USA Foundation report said.
At NewEdge, Nick will direct portfolio strategy.
Whether they like it or not, advisors are in a position to see the first signs of client dysfunction, industry officials say.
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