Jacqueline Sergeant

[1]  1 2 3 4 5 6 7 8   [165]

Mercer Advisors Acquires $2.5B AUM MDK Private Wealth

by FA Staff

The acquisition of the Seattle-based firm is Mercer's third deal this year.

Wellington Alts Exec Joins Rockefeller As Head Of Investment, Client Solutions

by FA Staff

Christopher Kirk previously spent two decades at Wellington Management.

Focus To Merge Partner Firms GW & Wade Into The Colony Group

by FA Staff

The deal, which is expected to close in the first quarter, will create a $31.5 billion AUM RIA.

LPL Adds PNC Private Bank Team With $515M AUM

by FA Staff

Endeavor Wealth Strategies of Fort Wayne, Ind., has aligned with LPL affiliate Exemplar Financial Network.

Millennial And Gen Z Wealth Jumped 40% In 3 Years, Nearing $6T

by FA Staff

The gains were buoyed by stock ownership and home buying, Cerulli said.

Ex-Merrill Lynch Lifers With $1B In AUM Join LPL Strategic Wealth In Pa.

by FA Staff

Continuity Private Wealth is led by James Debuque and Timothy M. Baltz, who have been partners for nearly 15 years.

Fla.Team With $450M AUM Joins Raymond James From Merrill

by FA Staff

Anderson McKelvey Group is operated by Jesse Anderson, Christopher McKelvey and Anthony Gilotti.

Ex-Minn. Advisor Charged With Stealing $1.6M From Clients To Buy Homes

by FA Staff

Kristi Berge falsely told clients she was investing the money in retirement accounts, prosecutors said.

Most Near-Retirees Flunk Basic Social Security Benefits Quiz

by FA Staff

Fewer than 1% answered all 13 true-or-false statements correctly on an online quiz by MassMutual.

Wintrust To Add $16 Billion To LPL's Institutional Platform

by FA Staff

Wintrust has agreed to move two of its wealth management units to LPL's platform early next year.

[1]  1 2 3 4 5 6 7 8   [165]