Industry

Citigold plans to hire 150 advisors over the next two years to fill out bank branches in six affluent markets.

In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Based on the results of the FPA Financial Planning Challenge, these nine colleges unlock the most value for students training to be financial planners.

What are the repercussions?

Veteran advisor Larry Parkin has come out of retirement to lead Homrich Berg’s Florida operations.

The models will span investment options ranging from equity SMAs to evergreen alternative funds.

The RIA acquirer sued Lars Knudsen earlier this year, alleging the advisor broke his non-compete after he was fired. He believes Hightower dismissed the charges because it expected a judge to rule in his favor.

The deal comes a day after the private equity firm announced a majority stake in the $8.5 billion Americana Partners, a member of the Dynasty Financial Partners network.