Joyce Blay

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The States Where Wealthy Millennials Are Moving

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Both public and private businesses profit in states that attract millennial money.

America's Least Affordable States For The Middle Class

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To be middle class, families need to earn enough to invest in their future, not just pay their bills.

Missouri Trio With $280M AUM Makes A Move To LPL Platform

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Legacy founder and President Kevin Loyd got his start 22 years ago as a college intern.

Cetera To Offer Affiliates Access To YCharts Platform

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Cetera Financial Group is now offering its affiliates access to YCharts, a cloud-based investment research platform for wealth advisors and asset managers.

Raymond James Indie Channel Adds Calif. Team That Managed $2.6B

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Summit Financial Group brings 16 advisors to Raymond James Financial Servics.

F2 Strategy Names New President

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Laura Korbel takes the leadership reins of a firm expanding in the Midwest and on the East Coast.

Wedbush Taps New Head Of Business Development

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Craig Pirtle has spent more than 25 years in the financial services industry.

Verdence Acquires RIA With $100M AUM In Naples, Fla.

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The deal is the first acquisition for Verdence Capital Advisors of Hunt Valley, Md.

The 10 Best States For Retirement

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These states offer retires the most in terms of affordability, healthcare and recreation, according to Bankrate.com.

Longtime Advisor Rejoins LPL Financial

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Financial advisor Dick Donahue operates Asset Advisors LLC in Ferndale, Wash.

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