Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.
Along with price and client care, the process of integrating team members into the acquiring firm offers challenges as well as upside.
The price UBS paid for its Swiss rival is 'attractive' even after factoring in potential losses on Credit Suisse assets, litigation costs and restructuring expenses, according to a report by JPMorgan analysts.
The deal brings over $5.6 billion in retirement plan assets, representing more than 1 million participants and 41,000 individual accounts across 11 states.
C&N Wealth Management, a unit of Pennsylvania-based Citizens & Northern Corp., will use LPL’s institutional platform.
As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.
Lane MacDonald had been chief investment officer of FMR’s diversified investments group.
Nearly 70% of parents with children 18 or older say they've sacrificed their own finances to help them, according to a Bankrate report.
Financial literacy programs need stories, more than data, from financial services professionals.
The trio of advisors will operate as the Todd Halbrook and Adam MacDonald Wealth Management Group in Newport Beach, California.
The Orlando, Florida-based firm's entire management team will remain intact, with Ed Cofrancesco, president and CEO of IAA, continuing as CEO of Pecunia.
As the firm announces a settlement of suits brought by Preston Hollow Community Capital, Nuveen announced that John Miller is retiring and will be replaced by Daniel Close.
The Allianz Life survey also showed fewer Americans than last year are worried about a major recession hitting the economy any time soon.
Instead of using a product that was already on the market, Savvy built its direct indexing software in-house.
Advisors say the results of the poll reflect what they're hearing from their clients these days: Upward pressure on prices is 'a hot topic.'
Chattanooga, Tennessee-based William F. Winchester III was registered with LPL Financial from 2007 to 2012 and then with Raymond James Financial Services.
Experts detail the nuances of navigating ownership transition plans, and it's rarely a straightforward and easy path.
Voya says its new program will provide greater support for plan participants when it comes to retirement saving, including tailored investment advice and managed accounts.
Many employers are wary of implementing a SECURE 2.0 program that lets them apply matching contributions to student loan repayments in 401(k) plans.
It's all part of the push by the private equity-owned network of independent broker-dealers toward an initial public offering.
