EP Wealth Advisors Adds International Research & Asset Management

Feb 06, 2020

EP Wealth acquired its 11th firm since 2017, supplanting itself in the Texas market.

Miracle Mile Recruits Dimitry Farberov from IDB Capital

Feb 06, 2020

Farberov joins Miracle Mile from IDB Capital.

Benefits Broker to Acquire $45 Billion Super OSJ/RIA

Feb 05, 2020

OneDigital's acquisition of Resources Investment Advisors brings health and wealth under one roof.

Equity Comp a Mixed Blessing for Independent RIAs

Feb 05, 2020

Fast-growing RIAs are increasingly offering equity in the war for talent, even for non-revenue-producing staff, according to Schwab’s annual compensation survey.

Ten Terrific Books Written by Advisors, for Advisors

Feb 05, 2020

Few understand the job of the financial advisor like those who have done the work. These 10 books relay key lessons, actionable tactics and wisdom directly relevant to advisors at all levels, from novices to veterans.

Schwab's Bettinger to Investors: We Love Small RIAs

Feb 05, 2020

During a call with investors, CEO Walt Bettinger dismissed speculation that the firm is interested only in $1 billion-plus RIAs as 'inaccurate, naïve and inconsistent with everything that we have done for the last 25 or 30 years in the RIA space.'

Transparency With Diana B.: Focus on Outcomes, Not Income

Feb 05, 2020

After graduating from high school, advisor Conor Delaney was dealing with the death of his dad, suicide of his aunt and poor health of his mom, all while living out of his car. But he used his problems to build a business that would positively...

Epstein Estate Sells Bentley, Mercedes Amid Asset Sales

Feb 05, 2020

Jeffrey Epstein’s assets were valued in the filing at $634.8 million, according to a recent court filing in the U.S. Virgin Islands.