A California federal judge threw out Lionsgate Films’ lawsuit against TD Ameritrade, which claimed the brokerage firm infringed on its trademark in a recent ad referring to the studio’s 1987 movie Dirty Dancing, according to The Hollywood Rep...

If you insist on finding the perfect firm, you may be waiting for quite a while and miss out on a good opportunity elsewhere. 

Making the decision to sell or merge with a larger wealth management firm can be a decision fraught with peril. Here are questions to ask to facilitate the process.