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Morgan Stanley rep managing $658 million moves to Alex. Brown
YOUR PRACTICE PRACTICE MANAGEMENT DEC 16, 2020
Morgan Stanley rep managing $658 million moves to Alex. Brown

Mark Pomerantz is joining the Raymond James unit in Los Angeles

RPA Special Edition Part 2 - Introducing the Chief Governance Officer role
THE INVESTMENTNEWS PODCAST DEC 16, 2020
RPA Special Edition Part 2 - Introducing the Chief Governance Officer role

The new idea of a Chief Governance Officer role. Would it add to the fiduciary load and does it provide revenue opportunities?

Adviser managing $186 million moves to Voya from Lincoln
YOUR PRACTICE PRACTICE MANAGEMENT DEC 16, 2020
Adviser managing $186 million moves to Voya from Lincoln

Adrian Dunuwila of Fayetteville, New York, is joining his son Brendan at Dunuwila Wealth Management

Rick Ferri on fees, Jason Kane on class-action suit against GPB
NEWS INDUSTRY NEWS DEC 16, 2020
Rick Ferri on fees, Jason Kane on class-action suit against GPB

Rick Ferri discusses his latest call for a change in adviser fees, and attorney Jason Kane talks about his firm’s class-action lawsuit against embattled GPB Capital.

Morningstar and iShares team to revamp indexes
INVESTING MUTUAL FUNDS DEC 15, 2020
Morningstar and iShares team to revamp indexes

iShares Morningstar ETF suite will track Morningstar's new index family

New York unit of Hightower merges with $280 million firm
NEWS INDUSTRY NEWS DEC 15, 2020
New York unit of Hightower merges with $280 million firm

The new Fischer Stralem Advisors will advise on $800 million in assets

Cerity acquires two RIAs managing $372 million
NEWS INDUSTRY NEWS DEC 15, 2020
Cerity acquires two RIAs managing $372 million

Algonquin Advisors, Worldview Wealth Advisors join the Chicago-based firm

Wells Fargo duo managing $215 million goes indie with LPL
YOUR PRACTICE PRACTICE MANAGEMENT DEC 14, 2020
Wells Fargo duo managing $215 million goes indie with LPL

Lynn Daughtry, Kyle Conger form White Oak Investment Management in Georgia

"FPA must become more relevant to financial planners at every stage of their careers."
THE INVESTMENTNEWS PODCAST DEC 14, 2020
"FPA must become more relevant to financial planners at every stage of their careers."

Patrick Mahoney, new CEO of the FPA, on the challenges and opportunities ahead for the FPA

Advisers must examine college savings strategies to get clients to their goals
NEWS OPINION DEC 14, 2020
Advisers must examine college savings strategies to get clients to their goals

Schooling remains crucial for career prospects, but with tuition sky high many parents are questioning college savings and the value of an education