Everyone talks about cost and tax advantages, but advisors said the primary driver for them using exchange traded funds is really the underlying index.
Bringing R. Applegate’s $4.5 billion retirement plan and wealth management business into the fold will increase Root’s presence throughout Pennsylvania and the Midwest.
The RIA has acquired Austin, -based Murray & Co. and Hartford, Conn.-based Pinnacle Investment Management, bringing its total client assets to $11.6 billion.
What drives a wirehouse advisor to make the leap to independence? And what happens once he gets there? Hear it first-hand in this interview with breakaway broker Matt Celenza.
