Industry

UBS said Monday it would be launching a new pricing structure on its strategically managed accounts on Jan. 13, 2020.

New Hampshire’s investment with Fisher represented about 2.6% of the system’s assets.

The addition follows a merger earlier this year between Lido and San Diego-based Ken Stern & Associates.

High valuations, the lure of scale and a strong stable of thoroughbred acquirers are driving the activity.

Fidelity’s divestment brings the total yanked from Fisher Investments to more than $1.8 billion.

Phone fraudsters and greedy children aren’t the only ones manipulating older Americans, and the threat to their assets is growing.

Ninety-five percent of Merrill Edge Self-Directed trades will now be commission-free, according to a company spokeswoman.

The sexist and vulgar remarks Ken Fisher made at an recent industry conference were not unusual at Fisher Investments.

The acquisition of CPIC International is EP Wealth's eighth since taking a minority investment from financial services holding company Wealth Partners Capital Group in July 2017.

The co-founder of XYPN Network worries that Skip Schweiss' dual roles at the Financial Planning Association and TD Ameritrade are a conflict, given the entities' diverging advocacy aims and financial ties.