WealthManagement.com Staff

In its 12th acquisition this year, WEG adds a ninth office in Northern California.

The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

Boutique portfolio management firm in Oklahoma further expands the insurance giant’s wealth advisory arm.

“The market does not care who wins. The market does not care about the horserace," said Charles Schwab's managing director covering legislation and regulation. Yet there is a laundry list of federal policies brewing...