Jennifer Lea Reed

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Ex-Carson CMO Sues Company, Alleges Mishandling Of Sex Assault Claim

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In a lawsuit claiming unlawful termination, Mary Kate Gulick accused the firm of protecting a predator.

First Quarter RIA M&A Activity The Second-Highest Ever, Echelon Says

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The number of transactions was up 20% from a year ago, the investment bank said.

Coho's Private Wealth Team Spins Out Into $425M Aurdan

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Aurdan co-founders Eric Hildenbrand and Steven Mills will focus on individual clients.

N.J. RIA Launches With Eye Toward Young Investors, Subscriptions

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Alooola, launched by Glen Eagle Investments in New Jersey, describes itself as a "wealth platform for the next generation."

54% Of Retirees Say They Understand Social Security; 10% Of Advisors Agree

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An Allspring retirement survey reveals big gaps between what clients think and what advisors know.

Six Ex-Merrill Advisors Launch $550M Alabama RIA Fairvoy

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The former Merrill teams had managed about $1.4 billion and the new firm will use Dynasty for transition to independence.

Thrivent, Capital Group Get Five Stars On 'Best Workplaces For Women' List

by FA Staff

A dozen financial advisors and investment managers made the Newsweek list.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

The Burning Question For Clients: 'Are You Happy?'

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Advisors who ask clients this question could transform their practices.

North Carolina Trio Ditch Merrill For Own RIA

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The new Pines Wealth team managed some $500 million at Merrill according to a Forbes best-in-state list.

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