See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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LPL Financial announced Tuesday that Paradigm Wealth Management, a independent advisory firm with $305 million in assets under management, joined LPL’s hybrid broker/dealer and registered investment advisor platform...
Making personal financial management as easy as making a cup of coffee.
Morningstar launched a new personal financial management portal on Monday built around the ByAllAccounts data aggregation service Morningstar acquired in April 2014...
When the Department of Labor rolled out its final conflict of interest rule earlier this month, the big winners were middle-class workers and retirees who’ve managed to set aside modest savings to fund a secure and independent retirement. No...
(Bloomberg View) -- There was a lot of excitement on the Internet recently after the pseudonymous administrators of the finance-media website Zero Hedge were unmasked. Zero Hedge has become known as a source of cutting-edge news, rumors and...
(Bloomberg) -- Colin Lokey, also known as "Tyler Durden," is breaking the first rule of Fight Club: You do not talk about Fight Club. He’s also breaking the second rule of Fight Club. (See the first rule.)
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(Bloomberg) -- Ameriprise Financial Inc. Chief Executive Officer Jim Cracchiolo is looking for chances to add financial advisers as new government regulation on retirement products pressures smaller rivals...
Make a move.
Compared to previous years, advisors who switched firms were much more likely to be younger, female, and manage more assets, according to Fidelity Clearing and Custody Solutions’ third bi-annual study on advisor movement. The...
As head of acquisitions for United Capital, I’ve worked on dozens of transactions involving wealth management businesses over the last decade. Selling firms are often led by incredibly capable entrepreneurs, but I’ve observed a...
