News

The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.

Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to Wealthmanagement.com’s Advisor Sentiment Index.

Mary Kate Gulick claimed to be psychologically 'broken like a twig' from Carson’s lack of response to allegations an employee sexually assaulted a conference attendee, according to a lawsuit filed in Nebraska federal court.

The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.

Andrew Page is stepping into the second new role Homrich Berg has announced this month to support strategic growth.

Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.

The $4 billion AUM firm now has 11 offices across the nation.