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Apella Capital acquires $489 million Washington RIA
NEWS RIAS OCT 13, 2020
Apella Capital acquires $489 million Washington RIA

The purchase of Vestory expands Apella’s footprint to the Pacific Northwest

2020 data studies
NEWS INDUSTRY NEWS OCT 12, 2020
2020 data studies

Information on how to add assets and revenue, key changes in salary and optimizing technology strategies

T. Rowe Price to cut expenses on its Alaska 529 plans
NEWS INDUSTRY NEWS OCT 12, 2020
T. Rowe Price to cut expenses on its Alaska 529 plans

Both in-state and national direct-sold plans will see reductions of 8.2%

THE INVESTMENTNEWS PODCAST OCT 12, 2020
Schwab closes $22 billion acquisition of TD Ameritrade. Nicole Casperson breaks it down

Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Nicole Casperson to discuss what the Schwab-TD megamerger means for the overlapping custodial platforms.

SignatureFD appoints Heather Robertson Fortner CEO
NEWS RIAS OCT 12, 2020
SignatureFD appoints Heather Robertson Fortner CEO

Veteran of 17 years with $4 billion Atlanta RIA firm replaces Jeff Peller

Mapping a momentous shift in adviser geography
NEWS OPINION OCT 12, 2020
Mapping a momentous shift in adviser geography

With technology allowing advisers to serve clients from almost anywhere, what’s stopping them from relocating their whole operation to greener pastures?

Her Success Matters: Erin Botsford, The Advisor Authority
YOUR PRACTICE PRACTICE MANAGEMENT OCT 11, 2020
Her Success Matters: Erin Botsford, The Advisor Authority

In Part One of this mini-series, Christine Shaw speaks with Erin Botsford, founder and CEO of The Advisor Authority

The InvestmentNews Podcast: Portfolio makeovers
NEWS INDUSTRY NEWS OCT 09, 2020
The InvestmentNews Podcast: Portfolio makeovers

Jeff Benjamin and Bruce Kelly talk to Christine Benz of Morningstar about the annual portfolio makeover she hosts.

Adviser managing $400 million at Deutsche Bank moves to Alex. Brown
YOUR PRACTICE PRACTICE MANAGEMENT OCT 09, 2020
Adviser managing $400 million at Deutsche Bank moves to Alex. Brown

Reynaldo Figueredo joins the firm's Miami office serving South American clientele

Morgan Stanley adviser managing $420 million joins RBC
YOUR PRACTICE PRACTICE MANAGEMENT OCT 08, 2020
Morgan Stanley adviser managing $420 million joins RBC

Gordon Witherspoon is going to the firm's Hunt Valley, Maryland, branch outside Baltimore