Mutual fund company announces fee cuts to 14 of its stock and bond index funds, claiming they have less expensive comparable funds than archrival Vanguard.
Founders of the RIA will stay on and use proceeds to expand into new markets.
Streamlined non-purpose loans use investment portfolios as collateral.
The 'hat trick' is in line with consolidator acquisition trends
Second-quarter saw 38 deals, says DeVoe report.
Team switches firms but stays in Roseville, Calif.
Strong Gaddy Lee Wealth Management chooses hybrid route with LPL.
Agency says Seattle-based hybrid failed to disclose revenue-sharing with broker-dealer.
Brownlie & Braden Advisors in Dallas joins partnership.
HBW Securities in Simi Valley, California, takes 55 reps to Cetera
Already facing a four-year prison term and $7.5 million in restitution, Charles Banks IV to pay other penalties.
Addition brings AUM at Salt Lake City brokerage/RIA to $1 billion.
The median RIA firm grew at a 10% compound annual growth rate over last five years, according to the firm's annual study.
Recommendations include staying in jobs longer, moving to less expensive houses and even relocating out of state.
Stephen Eubanks of Hingham, Mass., claimed to be an RIA running a hedge fund.
Wealth Design Services in Rochester, New York, also provides tax services.
Wealth Partners Capital buys into Forbes Family Trust, MAI Capital and EP Wealth Advisors.
Matthew Calenza forms Boulevard Family Wealth RIA.
