As trading commissions can fall no further, analysts see consolidation on the horizon for the discount brokers and RIA custodians. Will TD Ameritrade buy E*Trade? Who will buy TD Ameritrade?
Lake Avenue Financial's CEO Alex Chalekian will also become Integrated Partner's Head of Practice Acquisitions, focusing on inorganic growth and internal succession planning.
The Greater Boston Chamber of Commerce is sending an email to members today to stir opposition to Massachusetts Secretary of the Commonwealth William Galvin's proposed fiduciary rule, according to the Boston Globe.
The Sudol Group manages about $300 million in client assets and primarily works with clients who are 'transitioning to or already in retirement,' according to advisor Mark Sudol.