Singapore’s Seviora to integrate three asset management companies, Money News
Singapore’s Seviora Group said on Thursday (Oct 8) it would integrate its three wholly-owned asset management companies Azalea,…
Wealthtech Industry Scrambles As Orion Introduces Data Access Fee
A week ago, I heard from the first third-party advisor technology vendor about Orion Advisor Solutions’ introduction of…
$580M Ameriprise Team Jumps to Wells Fargo FiNet in California
An Ameriprise Financial franchisee team managing $580 million in Los Angeles broke away to join Wells Fargo’s independent…
Hightower Signature Folds in $1B Michigan-based RIA
Hightower Signature Wealth, the branded W-2 RIA for Hightower Advisors, announced its sixth affiliate advisor addition with a…
A looming Social Security debate: From the Politics Desk
Welcome to From the Politics Desk, a daily newsletter that brings you the NBC News Politics team’s latest…
Woman who lost $400,000 to ‘poor advice’ wins $320,000 settlement
A woman who lost almost $400,000 after her financial adviser told her to sell her entire portfolio over…
Are wealth rankings the thief of joy or a savings booster?
Open this photo in gallery: Some money-management and investment apps are gamifying the user experience, offering comparisons to…
At Women Advisor Summit, Summit Place’s Liz Miller will offer key steps to advisor success
Liz Miller, president and founder of Summit Place Financial Advisors. Summit Place Financial Advisors President and Founder Liz…
$5B Trilogy Adds $1B RIA Specializing in Aviation Workers
Trilogy Capital, a hybrid registered investment advisor based in Irvine, Calif., has struck its largest deal of the…
Five Things Every RIA Owner Must Know About Partner Buy-Ins
You’ve built a thriving practice. Your successor is sitting 10 feet away, ready to take the reins. But…
At 66, Here’s Exactly How Much You Need Invested to Collect $6,550 a Month for Life
The amount of capital a 66-year-old actually needs to retire on $6,550 a month swings by more than…
Howland Capital Management is CNBC’s No. 1 financial advisor
Charlie Clapp, co-chair of Howland Capital Management Courtesy: Charlie Clapp Charlie Clapp, co-chair of Howland Capital Management —…