The first half of 2015 saw a significant increase in merger and acquisition activity among registered investment advisory firms, a trend Schwab expects to bleed into the second half of the year despite the recent market upheaval.
“The success ...
If you allocated 15 percent of a typical 60-40 portfolio to the major alternative strategies, how would each play out? Our alternatives editor Brad Zigler does the math.
In the past, REP. has ranked independent broker/dealers by advisor headcount. While that metric can shed light on the size, scale and recruiting prowess of a firm, the business is no longer simply about the numbers. Instead, the editors—with...
