A merger of VisionPoint Advisory Group and Navitas Wealth Advisors brings together a team of 60 for wealth management, tax planning and corporate retirement plan advisement.
AdvizorPro finds Schwab still dominates as the RIA custodian of choice for separately managed accounts, but upstart Altruist has jumped ahead of Pershing into fourth place by number of relationships.
Julian Lopez will return to Schwab to work with its “largest and most complex” independent advisors after a stint as LPL's lead RIA relationship manager.
A study of fund manager brand familiarity among advisors finds alternative managers making headway, although traditional asset managers still rule. Industry pros weigh Warren Buffett’s influence in the wake of his announced retirement. These are among the investment must reads we found this week for financial advisors.
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