See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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As the Financial Planning Association attempts to boost flagging membership and roll out a more ambitious service program, its leadership says a restructuring of the national organization is not out of the question in the years ahead.
The ...
It seems like a day doesn’t go by without hearing about another independent broker/dealer blowing up, merging, or getting bought out by a bigger fish. Consolidation is the name of the game these days in the IBD channel; I asked Jeffrey Spears...
Several months after announcing plans to launch an ambitious national RIA consortium, Steve Lockshin is clearing his calendar to make it happen.
Lockshin (right) has stepped down as chief executive of the RIA he helped form, Convergent Wealth Ad...
The three largest donor advised fund administrators saw average contribution growth of 77 percent between 2010 and 2011. But overall giving in the nation grew at a sluggish pace.
A recent study by Compensation Strategies, Inc., identifies the most important strategies for clients who wish to take advantage of the current federal gift tax exemption
