Orion provides support for breakaway advisors, Tom Burmeister named Advicent’s new director of planning, and the pros and cons of investing in fine wine.
It’s tempting to see Manny Roman and Dan Ivascyn as a clichéd odd couple running the firm. But their collaboration is more complicated than that.
If you can correctly answer 10 of the following 12 questions, count yourself ahead of the game.
Mutual funds will now be allowed to email shareholders, Baird acquires $2 billion M. Griffith and EP Wealth acquires Donnelly Wealth Advisors.
Carson Group, fast approaching $6 billion in AUM, is now offering capital in exchange for equity to its partner advisors.
Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
Banks do not spend enough on fintech R&D, RFG Advisory aligns with Private Client Services and Colony Family Offices gets approval to create a new trust company.
WealthManagement’s IBD Report Card indicates that Woodbury Financial is making good within Advisor Group.
