Jennifer Lea Reed

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RIA M&A At Healthy Level Despite 2023 Decline, Echelon Says

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The industry remained resilient compared with a larger drop in M&A activity in general, the firm said.

One High School Personal Finance Course Reaps $100,000 In Benefts, Study Says

by FA Staff

Rewards gained from a base level of financial literacy accrue greatly over a lifetime, the study found.

Mercer Hires Five Veteran Execs To M&A Team

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The move more than doubles the size of the partner development team and adds a new marketing position.

2023 Recruits Add $15.9 Billion To Commonwealth

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The leading financial network rolled out new offerings of every stripe to keep advisors coming.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

Private Credit Steals The Spotlight

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This $15 trillion asset class is growing fast and offering higher returns and less risk than private equity.

Retiree Healthcare Costs Increased 8% In 2023

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That's about 8% more than what they needed a year ago, according to the research group.

Cresset President Liz Nesvold Exits After Just Eight Months

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Her replacement, Susie Cranston, hails from JPMorgan Chase, where she's been COO and head of integration.

Barred Wisconsin Broker Indicted For Alleged Wire Fraud

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Robert C. Starnes moved $72,000 in client funds to personal accounts, federal prosecutors said.

Securities America Appeals $95K Finra Arbitration Penalty

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The company is arguing a Finra arbitration panel incorrectly awarded damages to one of its former brokers.

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