See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The ultra-rich are getting ultra-richer. Boston Consulting Group’s latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year, the biggest increase among all...
Is Ric Edelman good enough for the Financial Planning Association? For that matter, is the FPA good enough for Ric? The questions are stirring a fresh dustup between the outspoken financial advisor and the organization.
In an interview las...
The national RIA HighTower said today it added two San Diego, Calif.-based UBS advisors to its ranks and boasted that the pace of its advisor acquisition has accelerated sharply this year.
David Molnar (right), 40, and Drew Nordlicht (belo...
What do women want? Pretty much the same things men do, at least where financial advice is concerned, a new survey by Schwab Advisor Services says.
In an on-line poll of 500 women with average investable assets of $1.3 million (the median ...
