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Captrust lands first PE funding
NEWS RIAS JUN 02, 2020
Captrust lands first PE funding

GTCR's investment reflects a $1.25 billion valuation for Captrust

$600 million Minnesota hybrid switches B-D to LaSalle St.
NEWS BROKER DEALERS JUN 02, 2020
$600 million Minnesota hybrid switches B-D to LaSalle St.

Stiles Financial, exiting Cambridge Investment Research, retains own RIA

See It, Be It Role Models
YOUR PRACTICE PRACTICE MANAGEMENT JUN 01, 2020
See It, Be It Role Models

These Excellence in Diversity & Inclusion award winners are individuals in the advice business who exemplify success and inspire others from diverse backgrounds to embrace the profession

Allianz adds hedges to ETFs in new product offering
INVESTING EQUITIES JUN 01, 2020
Allianz adds hedges to ETFs in new product offering

Two ‘buffered outcome’ funds aim to match index returns with less risk

$230 million team joins Commonwealth from Securities America
NEWS BROKER DEALERS JUN 01, 2020
$230 million team joins Commonwealth from Securities America

Buckley Financial Planning, a father-and-son duo, operates from two Ohio locations

Upholding the spirit of new legislation
NEWS OPINION MAY 31, 2020
Upholding the spirit of new legislation

Lawmakers have stepped in to provide relief to millions of Americans, but the laws come with unforeseen loopholes

Emigrant takes stake in Pure Financial Partners
NEWS RIAS MAY 27, 2020
Emigrant takes stake in Pure Financial Partners

The $2.4 billion RIA will use the funds for growth and acquisitions

Assets in 529 plans hit record, then shrink
NEWS INDUSTRY NEWS MAY 27, 2020
Assets in 529 plans hit record, then shrink

Morningstar says college savings accounts went from $328 billion in assets in December to $293 billion in March

Benchmark your firm’s performance before Friday, June 12
YOUR PRACTICE PRACTICE MANAGEMENT MAY 26, 2020
Benchmark your firm’s performance before Friday, June 12

All adviser participants receive a complimentary copy of the study and access to the Adviser Research Dashboard

UBS team managing $330 million forms RIA
NEWS RIAS MAY 26, 2020
UBS team managing $330 million forms RIA

Three advisers form TriaGen Wealth Management in Calabasas, Calif.