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Succession Planning/Advisor M&A

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Neuberger Berman is Named Advisory Solutions Manager Of The Year

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Neuberger Berman Group LLC has been named Advisory Solutions Investment Manager of the Year by the Money Management Institute.

Financial Advisors Can Make More Starting Own RIA

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Fidelity Investments executives say financial advisors can significantly eclipse their earnings potential by switching from a traditional firm-owned wirehouse to their own independent RIA.

BofA Adding 500 Financial Advisors

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Bank of America will nearly double the number of its financial advisors by adding 500 by the end of this year to serve middle-class customers, those with $50,000 to $250,000 in assets.

RBC May Use U.S. Proceeds On Wealth Management, Nixon Says

Royal Bank of Canada may use proceeds from the $3.62 billion sale of its money-losing U.S. consumer bank to expand in global asset management, says its CEO.

PNC Agrees To Acquire RBC's U.S. Retail Bank For $3.45 Billion

PNC Financial Services Group Inc. has agreed to pay $3.45 billion in cash and stock for Royal Bank of Canada's U.S. retail banking unit.

National Advisors Trust Expands Business Development

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James D. Alfred has joined the company as vice president of business development.

BNY Mellon Names Mitchell Harris President Of Investment Management

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BNY Mellon has named Mitchell Harris to the newly created position of president of its investment management division.

ProFunds Group Names Richard Eng Chief Operations Officer

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Richard Eng will oversee fund and investor services, financial administration, and information technology for ProFunds. 

Cornerstone Financial Partners' Carbone Named As Chair of Charlotte, N.C., Group

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Jeffrey Carbone is named as forum chair of Entrepreneurs' Organization Charlotte.

Fairport Asset Management Appoints Sally Staley To Committee

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Fairport Asset Management in Cleveland, Ohio, has appointed Sally Staley as advisory member of its Investment Committee.

Leah Modigliani Named SVP At Neuberger Berman

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Neuberger Berman Group LLC has appointed Leah Modigliani to the newly created position of senior vice president and multi-asset class strategist on the Investment Strategy and Risk team.

Gradney & Vistica Financial Management LLC Joins BAM Advisor Services Network

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Gradney & Vistica Financial Management has joined the BAM Advisor Network.

RIA M&A Game Changes

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Big buyers like banks are gone, so the playing field is changing.

Advisor Emporium

Read stories from our June 2011 Advisor Emporium.

Arthur J. Gallagher & Co. Acquires Independent Fiduciary Services

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An international insurance company is expanding its investment advisory business by acquiring a firm that provides investment consulting services to pension plans.

Top-Level Exec Leaves LPL

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Ruth Papazian, who served as executive vice president and chief marketing officer at LPL Financial, has left the firm.

LPL Names Retirement Platform Chief

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LPL Financial has appointed David Reich, a former Ameriprise executive, to head the development of its retirement services platform. 

Washington Wealth Names 24-Year Vet As President

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Washington Wealth Management of Middleburg, Va., has named a 24-year financial industry veteran as president.

Insignis Inks Deal To Buy BridgePortfolio

Data aggregator Insignis Inc. has agreed to a deal to acquire BridgePortfolio, a provider of back-office services for investment advisors, according to the companies.

Wells Fargo May Be Poised To Sell H.D. Vest

Wells Fargo & Co. is seeking buyers for H.D. Vest, which it bought for about $128 million a decade ago, according to sources.

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