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Jeff Schlegel

Mercer Advisors Purchases Women-Led RIA Firm

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Portland Ore.-based McGee Wealth Management manages $815 million in assets.

Mercer Advisors Expands Atlanta Footprint

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The firm’s purchase of Atlanta Financial Associates follows its announced addition of another Atlanta RIA.

Mercer Advisors Buys Kays Financial Advisory Corp.

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The deal for Atlanta-based Kays expands Mercer’s footprint in the Southeast.

Emigrant Partners Takes Minority Stake In Firm Serving Native Americans

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Emigrant expands its partner network with an undisclosed investment in Ulrich Investment Consultants.

SEC Freezes Assets Of Crypto Hedge Fund Manager

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The regulator alleges that Stefan Qin has defrauded investors in the Virgil Sigma Fund.

Prudential Subsidiary To Pay $18M To Settle Charges Of Fiduciary Violations

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Pruco Securities agreed to settle charges that it breached its fiduciary duty to its advisory clients in the firm's wrap fee programs.

New ETF Seeks Riches In Waste Reduction

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The World Without Waste ETF is part of Direxion’s efforts to diversify its fund lineup beyond levered and inverse products.

Fintech ETFs Become A Very Profitable Niche

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Fintech ETFs have posted stellar results in their short lives, but are they financial or tech plays?

J.P. Morgan Buys Fintech Company 55ip For Its Tax-Efficient Portfolios

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55ip’s technology enables financial advisors to save on taxes with model portfolios.

New ETFs Focus On Luxury Goods, Protective Allocation

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Emles Advisors' new ETFs want to capitalize on people's urge to splurge but also play defense.

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