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A bear market is not the time to hibernate
NEWS RIAS JUN 20, 2022
A bear market is not the time to hibernate

In the turmoil and economic uncertainty surrounding a bear market, guidance from a trusted financial adviser is more valuable than ever.

Nominate an amazing woman for the 2022 Women to Watch Awards
NEWS INDUSTRY NEWS JUN 19, 2022
Nominate an amazing woman for the 2022 Women to Watch Awards

Allies. Rising stars. Stellar asset managers. Lifetime achievers. Firms forging new ways to advance women. The InvestmentNews Women to Watch awards encompass all these avenues of women’s success in the investment and advisory sector. Nominate women who are showing the way by Aug. 10.

Edelman Financial Engines launches adviser/robo retirement solution
NEWS INDUSTRY NEWS JUN 17, 2022
Edelman Financial Engines launches adviser/robo retirement solution

The tool will help employees who are approaching retirement figure out their transition from the workplace.

Two large Northwestern Mutual practices merge
NEWS INDUSTRY NEWS JUN 16, 2022
Two large Northwestern Mutual practices merge

The combination of the two New York-based firms, Park Avenue Capital Planning and Strongpoint Wealth Advisors, creates a wealth manager overseeing more than $1 billion.

Billion-dollar Merrill trio bolts for Cetera
NEWS BROKER DEALERS JUN 15, 2022
Billion-dollar Merrill trio bolts for Cetera

The three advisers are setting up shop as Harvest Wealth in the Maryland suburbs of Washington.

Wells team managing $630 million goes indie with Raymond James
NEWS BROKER DEALERS JUN 15, 2022
Wells team managing $630 million goes indie with Raymond James

Four advisers in Columbia, South Carolina, form Vision Wealth Advisors.

Carson Group adds $200 million firm
YOUR PRACTICE PRACTICE MANAGEMENT JUN 15, 2022
Carson Group adds $200 million firm

Diamond Wealth Advisors, which is based in Carlisle, Pennsylvania, has joined Carson Partners.

Billion-dollar Merrill team goes indie with Sanctuary
NEWS WIREHOUSES JUN 14, 2022
Billion-dollar Merrill team goes indie with Sanctuary

The four advisers are setting up shop as SkyPath Private Wealth in Summit, New Jersey.

Lido Advisors acquires $800 million trust company
NEWS INDUSTRY NEWS JUN 14, 2022
Lido Advisors acquires $800 million trust company

Enterprise Trust & Investment Company, based in Bay Area. provides investment management and fiduciary services to high-net worth individuals.

Weiss Asset Management settles with SEC for $6.9 million
NEWS REGULATION AND LEGISLATION JUN 14, 2022
Weiss Asset Management settles with SEC for $6.9 million

The Boston-based hedge fund manager was charged with violating short-sale rules in seven public offerings.