The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, onboarding, and operations roles.
The RIA giant is making cross-border clients a priority as the Canada-based firm officially becomes its latest wealth hub.
The outgoing president has signed into law the bill aimed at eliminating reductions to Social Security benefits for millions of public-sector workers and beneficiaries.
The latest figures from DeVoe & Company show consolidation hitting fever pitch, including the most-active ever quarter for deals.
The independent broker-dealer's latest tie-ups in the Northeast extend its reach in Philadelphia, New Hampshire, and Maine.
The private equity-backed RIA aggregator has expanded its footprint with two new acquisitions in Minnesota and Virginia.
The strategic acquisition, expected to close early next year, will also see 25-year fintech veteran Reed Colley take on a top leadership role.
The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.
The wealth tech platform's latest offering gives firms and advisors an alternative-investing boost through a dedicated sleeve for private markets securities.
The credential-granting body for financial professionals is proposing a raft of adjustments, including more CE hours and new rules to count work experience.
