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RBC nabs Morgan Stanley team managing $625 million
YOUR PRACTICE PRACTICE MANAGEMENT OCT 05, 2020
RBC nabs Morgan Stanley team managing $625 million

Special needs are a focus of the nine-person Martin Wealth Management in Princeton, New Jersey

Hybrid managing $200 million switches to LPL from Avantax
NEWS BROKER DEALERS OCT 05, 2020
Hybrid managing $200 million switches to LPL from Avantax

Reason Financial in San Diego will use Merit Financial for RIA services

Shining stars who find the time to help others
NEWS OPINION OCT 05, 2020
Shining stars who find the time to help others

Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely

InvestmentNews Podcast: Big picture look at RIA M&A
NEWS INDUSTRY NEWS OCT 04, 2020
InvestmentNews Podcast: Big picture look at RIA M&A

Mark Bruno of Echelon provides a detailed look at mergers and acquisitions in the RIA space

Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson
INVESTING MUTUAL FUNDS OCT 02, 2020
Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson

Fund reportedly sees opportunities in consolidating asset management business

Fidelity adds $148 billion in plan assets through July
RETIREMENT RETIREMENT PLANNING OCT 02, 2020
Fidelity adds $148 billion in plan assets through July

Fund giant says it now serves 24,400 plans and $2.5 trillion in assets

Four bank advisers managing $678 million affiliate with Raymond James
NEWS BROKER DEALERS OCT 02, 2020
Four bank advisers managing $678 million affiliate with Raymond James

Scott Southerland, Jeff Cox, Mark Whitley and Josh Holby move to Pinnacle

Third-quarter RIA deals break a record
NEWS RIAS OCT 02, 2020
Third-quarter RIA deals break a record

Transactions during the quarter totaled 55, with many involving ‘professional’ buyers, Echelon reports

Ann Senne – Head of Advice & Solutions, RBC Wealth Management
YOUR PRACTICE PRACTICE MANAGEMENT OCT 02, 2020
Ann Senne – Head of Advice & Solutions, RBC Wealth Management

In the latest episode of the Her Success Matters podcast, Christine Shaw interviews Ann Senne, one of the 2020 InvestmentNews Women to Watch, about economic and gender diversity in financial services

Would a Democratic win impact financial regulations?
NEWS REGULATION AND LEGISLATION OCT 02, 2020
Would a Democratic win impact financial regulations?

On this week's InvestmentNews Podcast, Jeff Benjamin and Bruce Kelly discuss whether financial regs will be affected if Democrats win the election