| | | | | Market turmoil and political uncertainty could limit the pace of mega deals this year, according to a new Echelon M&A report. Read More > |
|
|
| | | Fee-for-service models can provide steady revenue that isn’t tied to markets. Read More > |
|
|
|
| | | Merit’s acquisition of Safeguard Wealth Management Group will bring over $597 million in client assets, but more importantly, a financially-focused YouTube channel that regularly clocks tens of thousands of views. Read More > |
|
|
|
| | | F2 Strategy will offer wealthtech implementations after acquiring MD Solutions. Read More > |
|
|
|
| | | The financial services industry has the second-longest workday and highest percentage of employees working weekends, according to a new report by ActivTrak. Read More > |
|
|
|
| | | The Yardley, Pa.-based RIA went on its own in April, adding to Osaic's attrition. Read More > |
|
|
|
| | | Bogart Wealth, Guiding Wealth and three other RIAs are now among the nine firms seeking to make a positive impact on clients, employees, communities and the environment, with FP Transitions joining as a strategic partner. Read More > |
|
|
|
| | | Matrisian, who headed growth efforts at AssetMark, will work on acquisitions and improving advisor services for SEIA. Read More > |
|
|
|
| | | One Indiana-based RIA has shifted his affiliation to Cetera, while two others have joined firms in Illinois and Kentucky. Read More > |
|
|
|
| | | How you manage your practice today could have a major impact on its value when it comes time for a liquidity event. Read More > |
|
|
|
|
