Jacqueline Sergeant

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The 20 Fastest-Growing U.S. Retirement Hot Spots

by FA Staff

These cities saw the highest growth between 2017 and 2022 in adults 65 and older, according to GoBankingRates.

Wells Fargo Penalized $495K For Allegedly Using Advisor's Name

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The bank used the advisor's name on its website long after he left the company, Finra said.

Nuveen Taps William Huffman As CEO

by FA Staff

He replaces Jose Minaya who had led the division for four years.

$1.9B Merrill Lynch Advisor Exits To Launch Firm With Summit

by FA Staff

SRM Private Wealth operates in Pasadena, Calif.

Team-Based Advisor Firms Outperform Solo Practices, Cerulli Says

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Advisor teams provide more services and have more assets, the research firm said,

Focus Financial Adds Four To Leadership Team

by FA Staff

The appointments include the former CEO of Apollo Global Management.

Ameriprise Seeks Restraining Order Against LPL And Father-Son Duo

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Ameriprise Financial Services claims Mitchell and Wesley McCann took confidential information after a move to LPL.

Beacon Pointe Acquires $775M RIA In Washington State

by FA Staff

Redmond-based Joslin Capital Advisors was founded by Mike Joslin in 1999.

Focus Divides Connectus's $8.7B U.S. Businesses Between 2 Hub Firms

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Five firms were merged into the Colony Group, and one was acquired by Kovitz.

Arizona Advisor Spearheads Tax Law That Aids Retirees

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Matthew Benson has helped enact state laws benefiting retirees on several fronts.

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