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Raymond James on Thursday agreed to a multi-state settlement that will require the firm to buy back $300 million in auction rate securities (ARS) it sold to clients prior to the collapse of the ARS market in February of 2008...
On Tuesday Mark Tibergien, president of Pershing Advisor Solutions, asked a room of some 85 advisors representing about $30 billion in assets how many were considering mergers or acquisitions. About half the crowd raised their hands...
Four years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at a good clip, gaining both clients and assets. But Cheryl Holland, president and founder of the firm, and a 25-year industry...
