The acquisition expands Credent's presence in the Cincinnati and Columbus areas.
The Noble Group, founded in 1996, comprises nine advisors and 13 support staff.
CV Advisors has grown its client assets by 35% this year to $13 billion.
Former CEO Dan Arnold often spoke of maintaining a strong company culture.
The S&P 500 tends to rally about 4% on average from Oct. 27 through year-end, he said.
The volume of refinancings last week was nearly three times higher than a year earlier.
The renewed presence of Buffett may provide a cheer for Japanese stocks.
The storm is a wake-up call for an area that's been a magnet for wealthy homebuyers over the past decade.
In some instances, annuities can be the perfect retirement-planning solution.
Janiczek Wealth Management specializes in serving high-net-worth clients.
LPL is partnering with Philadelphia-based Asset-Map to help advisors better engage with clients.
Kades & Cheifetz is the second acquisition for the Denver-based firm in as many days.
Grewal played a role in the agency's stepped up enforcement under Chair Gary Gensler.
High yields have continued to lure money to the funds despite mandatory liquidity fees.
They want $2.1 million to retire, on average, but fall far short of that, says a Northwestern Mutual report.
He says stocks are likely headed for a year-end rally and will be helped along by seasonal tailwinds.
Nearly 75% of uber-wealthy clients aren't comfortable talking about their wealth, says Bernstein Private Wealth Management.
True North Financial is a six-person advisor team in Billings.
Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.
Taryn Moll and Peter Henziak in Irvine, Calif., have joined the firm's employee advisor channel.