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Canadian buyer gobbles up $4.5 billion RIA, Balasa Dinverno Foltz
The acquisition marks Toronto-based CI Financial's fifth U.S. deal since February, and the company is just getting started.
SEC proposes increasing transparency of mutual fund, ETF reports
Regulation would require ‘concise, visually engaging’ shareholder reports that help investors understand fees, risks and ...
Senate committee approves SEC nominees Peirce, Crenshaw
The pair, one a Republican and one a Democratic, now head to the Senate floor for their confirmation vote, although the ...
Retirement worries keep rising: Reports
There will be long-term financial fallout for some workers, and plan sponsors and advisers should be talking with them.
Secure Act’s pooled employer plans a dramatic change for 401(k)s
If retirement in the U.S. can be split into three generations, the first, Retirement 1.0, was about fees, funds and fiduciary ...
Growing your firm for the future
Hiring young advisers and sending them out to hunt for new clients usually doesn't work well. Try hunting for new clients ...
Mercer acquires $130 million RIA
Summit Wealth Advisors is based in Frisco, Colorado. The Summit team, including founder Robert Fred Lau and adviser Emily Ann ...
Retail investors interested in alternatives
Younger investors like bitcoin, while older investors are putting their money in gold, according to a report from JPMorgan ...
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House approves funding bill with provision to kill SEC’s private markets proposal
Legislation that would fund the Securities and Exchange Commission, while preventing it from implementing a proposal to expand access to private markets, passed the House on Friday but is not likely ...
LPL to pay top dollar for employee reps and advisers
Now, LPL is putting its money where its mouth is and this morning revealed it would pay those advisers top dollar, with an adviser who generates $1 million annually in fees and co ...
Skip Schweiss latest exec to depart TD Ameritrade
The company has seen two high-profile departures in as many weeks ahead of the impending $26 billion acquisition by Charles Schwab.