Christine Idzelis

InvestmentNews reporter. Twitter: @CIdzelis

Christine Idzelis
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YOUR PRACTICE PRACTICE MANAGEMENT APR 13, 2016
Raymond James' recruiting comes of age

The firm added $6.5B in assets in the fourth quarter, mostly from big brokerages.

$520 Million Summit Capital merges with Merriman Wealth in Focus Financial network
NEWS RIAS APR 11, 2016
$520 Million Summit Capital merges with Merriman Wealth in Focus Financial network

The deal increases Merriman's assets to about $2 billion based on SEC documents filed last month.

SIFMA says DOL fiduciary rule pertaining to IRA rollovers still too restrictive
RETIREMENT RETIREMENT PLANNING APR 11, 2016
SIFMA says DOL fiduciary rule pertaining to IRA rollovers still too restrictive

The broker lobbying group also remains concerned about cost and limited investment choices for investors.

RIA firm Carnick & Kubik joins Focus Financial Partners
NEWS RIAS APR 11, 2016
RIA firm Carnick & Kubik joins Focus Financial Partners

The investment advisory firm is the third RIA to join the wealth management group this year.

Seven advisers with $550M in assets join Wells Fargo Advisors Financial Network
YOUR PRACTICE PRACTICE MANAGEMENT APR 05, 2016
Seven advisers with $550M in assets join Wells Fargo Advisors Financial Network

They joined the firm in three separate moves from UBS Group AG and Morgan Stanley

NEWS INDUSTRY NEWS APR 05, 2016
Bank of America Merrill Lynch hires $330M Morgan Stanley duo

With $2.5M in production, Jeremy Newton and Stephen Lamb have joined an office in Houston.

RETIREMENT RETIREMENT PLANNING APR 05, 2016
Wave of Finra arbitration claims expected from bad bets on energy

Investors claim brokers put too much of their nest eggs into oil and gas companies.

Sale of AIG Advisor Group may signal wave of mergers ahead
RETIREMENT RETIREMENT PLANNING APR 05, 2016
Sale of AIG Advisor Group may signal wave of mergers ahead

Insurance-owned firms and small broker-dealers most likely to throw in the towel.

NEWS RIAS APR 04, 2016
Tony Robbins joins advisory firm as chief of investor psychology

In his new role, Mr. Robbins will be working with his long-time financial adviser Ajay Gupta.

NEWS INDUSTRY NEWS APR 04, 2016
Raymond James says more than 90% of Deutsche Bank U.S. private client advisers have signed contracts to join the firm

Firm said it moved quickly to retain brokers after acquisition was announced.