The Money Management Institute is rolling out a nationwide program to help educate advisors on ESG, or sustainable investing, bringing investors and asset managers together to help find common ground for navigating the explosive growth in interest...
If the Protecting the Right to Organize Act passes the Senate, tens of thousands of advisors would no longer be classified as independent contractors.
Financial planners Rianka Dorsainvil and Lazetta Braxton have merged their practices to create a virtual firm that moves away from 'assimilation and lip service.'
Frontier Wealth Management has acquired Highwater Wealth Management, a Colorado RIA with $180 million in AUM.
Investors turning to more conservative portfolios ahead of what's expected to be a volatile year, both in the markets and in politics.
"The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake."
With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training.
EP Wealth acquired its 11th firm since 2017, supplanting itself in the Texas market.
Farberov joins Miracle Mile from IDB Capital.
