It’s not an aggregator, an investment bank or private equity firm. So what has Merchant Investment Management been quietly building for the past three years?
The rule will be on the books by the time of the election, but there are a few paths a new Democratic administration may take to change it, according to industry experts and investor advocates.
Independent Financial Partners brings banking service offerings to its 200 advisors.
2019 marked a banner year for investment advisory M&A, including a number of new entrants and first-time buyers making their presence known in the RIA space.
Recipient of the FPA's Best New Research award, Heckman has been widely published in industry journals.
The SEC has 79 advisory committee members, but only three of them are black and one is Latino, according to a review by the House Financial Services Committee.
BDO USA adds Biegel Waller Investment Advisory Services to its wealth management business.
She'll be the fifth female executive to join in the past two years and will serve as chief talent and business solutions officer.
