The Atlanta-based team is led by Jeff Lewis, Steve May and John McColskey
The U.S. Court of Appeals affirms an earlier ruling against Morgan Stanley in a case regarding the sale of Puerto Rico bonds
Large registered investment advisers in the Northeast have watched their assets diminish in 2020, even as the broader market reached fresh highs
Advisers are dashing for the door before the end of an eventful year turned upside down by COVID-19
Advisers don't like it when REIT valuations bounce all over the place
The target to reach the higher payout will increase by $1,000 per month next year which could pinch adviser compensation
The rating agency kept its junk rating of B- for Advisor Group bonds
New Hampshire Bureau of Securities Regulation called the settlement the 'largest monetary sanction' in the regulator's history
Starting in January, advisers will see a reduction in how they are paid for clients' holdings in cash and on accounts under $250,000
The largest broker-dealer picked up 900-plus advisers, but most importantly at the right price
