The Massachusetts secretary of the commonwealth is asking TD Ameritrade, Merrill Lynch, LPL Financial, Ameriprise, Securities America and SoFi if they will raise rates in response to the Federal Reserve’s hike.
Co-founder and outgoing CEO Jud Mackrill will remain with the firm as managing partner.
The deal continues WEG's expansion into California, representing the acquirer's sixth transaction in the state since June 2021, bringing its total client assets to $55.1 billion.
Price boasted one of the best records in mutual fund management in the 1980s and 1990s and was known for a brand of activist investing that was uncommon at mutual funds.
In a letter to the Labor Department, groups ranging from the Consumer Federation of America to the AFL-CIO urged the DOL to strengthen the fiduciary protections for retirement investors that went into effect in February 2021.
When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps.
Open, honest and candid discussions about the latest news in the RPA industry.
Wise Rhino CEO Dick Darian discusses the differences between RPAs and wealth management, and why RIAs are starting to use DC plans to find more clients.
Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.
