Patrick Donachie

Jon Goldstein, the founder and CEO of Goldstein & Associates, said the firm was joining Arbor Point Advisors to broaden opportunities for clients, including expanding the breadth of the firm's tech options.

Senators cited concerns about whistleblower awards and Regulation Best Interest during the SEC Chairman's testimony before the Senate Banking, Housing and Urban Affairs Committee.

The "holding company" for broker/dealers said Aurora Private Wealth would have more access to capital as a result of the deal, which was revealed during the MarketCounsel Summit.

Harrison Till will join the hybrid registered investment advisory firm, in the final acquisition Integrated Partners will make this year.

The acquisition of Rodman Capital Management is the latest in a number of recent acquisitions MAI has made since accepting a minority investment from Wealth Partners Capital Group in 2017.

It looks like the DOL fiduciary rule will be brought back to life, but it will likely look very different.

Economist Gray Kimbrough found that baby boomers collectively owned 21% of the nation's wealth in 1990, when the median boomer was 35 years old.

Massachusetts Secretary of the Commonwealth William Galvin originally sought public comments on a proposed fiduciary standard in June as a response to the SEC’s passage of Regulation Best Interest.