The lawsuit is part of an ongoing GOP campaign against ESG initiatives.
The investment firm said the deal will increase its ability to offer tax-efficient investment services.
Staff turnover has an insidiously harmful effect on advisory firms.
Even AI engineers have a problem conveying how the technology works, the regulator said.
The pair will operate as the Lewis-Solomon Group in New York City.
The deal puts Robertson Stephens Wealth Management over the $5 billion AUM mark.
The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.
Advisors need to guard against emotional decisions by clients, they said.
The acquisition of the Seattle-based firm is Mercer's third deal this year.
Skyrocketing prices and dwindling options for care are squeezing parents.
By doing client discovery, a wealth manager can determine the best type of added value for any T&E attorney.
The increase was directly tied to client complaints arising from the 2022 market slump, the company said.
The Lexington, S.C.-based firm brings $240 million in client assets to Osaic.
Christopher Kirk previously spent two decades at Wellington Management.
Spouses can argue they had nothing to do with their partners' tax misdeeds, but it's not easy.
The legal assault on corporate diversity initiatives is gathering steam.
At least one of the suits is requesting that a judge block the deal until the issues are resolved.
Tim Buckley is the fourth CEO of a company founded by investing legend Jack Bogle.
Founder procrastination in promoting is just as much to blame as high valuations, says dealmaker David DeVoe.
There's never been a better time to work with wealthy business owners.