Industry

Denver-based Mercer Global Advisors announces acquisition of Financial Partners Group, expanding its presence in Nashville metro area.

Advisor David A. Schneider in New York City has left Cambridge after 17 years with the broker/dealer.

Buying Aspire Wealth Management and Fernwood Investment Management will add a combined $800 million to CW Advisors' platform.

The age of acute specialization is over.

The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with Trump Media and beat out SEC allegations of falsifying investment results in 2018.

The investment in Genex Consulting represents Summit’s first of the year.

Two advocacy groups and a number of broker/dealers formed a coalition seeking Congress to expand the Section 199A pass-through tax deduction to financial advisors.