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Cetera Financial Group has hired away AIG Advisor Group’s David Ballard to serve as its chief operating officer in a move that sets up the firm for future growth through scaled operations and additional acquisitions...
What's in a name?
In new research from Cerulli Associates, the analytics firm offered up “eRIA” as an alternative term to “robo-advisor” for automated investment advice software. Whatever the advisory industry decides to call them, Cerulli...
The more you know ... | graphicsdunia4you/iStock/Thinkstock
Money can buy an education, a home in an environmentally beneficial area, language lessons and mind-expanding cultural excursions. So does it make sense that it can also buy you a...
(Reuters) - Two members of UBS AG's Wealth Management Americas' executive committee have stepped down, while Robert McCann, the Swiss bank's most senior executive in the United States, is among six officials whose titles have changed...
They have a plan.
The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...
Methodology: REP.’s Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. To land on the list...
Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services' mid-year review.
Like in 2013, last year’s M&A market wrapped up the year with 54 deals completed, totaling $47.4 bil...