As the firm's strong pace of M&A activity continues, Focus Financial Partners rolls out trust services to its partner firms, which "will create a significant opportunity for our partners, advisors, to expand and retain multi-generational client...
This episode takes a look at Merrill's attempt to stave off increasing advisor attrition.
Advisor Emlen Miles-Mattingly had some encouraging words for young financial professionals from diverse backgrounds: 'You can make it in this career,' he said, speaking at the Diversitas symposium.
Sweet Financial Partners, with offices in Fairmont and Jackson, Minn., is joining from Raymond James.
ACG Wealth joins Mercer, as the RIA looks to expand its middle- and back-office capabilities.
James Dilworth is Co-Founder and Managing Partner, Veriti Management
Kristen Kimmell is Executive Vice President, Business Development, Advisor Group
Franklin Templeton's announcement it will buy Lexington Partners, a private equity fund manager, for $1.75 billion, comes on the heels of T. Rowe Price's $4.2 billion purchase of Oak Hill Advisors.
LPL Financial has been adding advisors via Strategic Wealth Services, its W-2 employee model and its relaunched RIA custody offering.
Bank of America's overall roster of wealth advisers slumped to 18,855 in the third quarter, down 8% from a year earlier.
