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Strategist Alan Skrainka joins Krilogy
NEWS RIAS APR 02, 2020
Strategist Alan Skrainka joins Krilogy

The former Edward Jones market guru had been with Cornerstone

Allworth acquires $450 million Houston Asset Management
NEWS RIAS APR 02, 2020
Allworth acquires $450 million Houston Asset Management

Assets under management at the former Hanson McClain near $8 billion

Triple Play: Creating a dynamic digital marketing plan
YOUR PRACTICE PRACTICE MANAGEMENT APR 01, 2020
Triple Play: Creating a dynamic digital marketing plan

Robert Sofia of Snappy Kraken provides three tips for how advisory firms can build a successful automated marketing strategy

Hightower takes stake in wealth consultant
NEWS INDUSTRY NEWS APR 01, 2020
Hightower takes stake in wealth consultant

Wellspring Associates offers fee-based estate, tax and legacy planning

Merrill duo managing $900 million goes indie with Raymond James
NEWS BROKER DEALERS APR 01, 2020
Merrill duo managing $900 million goes indie with Raymond James

Neil Goetzman and Jeffrey Nau set up eponymous business in Alexandria, Va.

Envestnet names William Crager CEO
YOUR PRACTICE FINTECH MAR 31, 2020
Envestnet names William Crager CEO

The former president had been serving as interim leader since October

Hybrid advisers managing $375 million join LPL from Triad
NEWS BROKER DEALERS MAR 31, 2020
Hybrid advisers managing $375 million join LPL from Triad

The four-person Horizons Financial Group is based in Birmingham, Ala.

Wells Fargo duo managing $200 million goes indie through Raymond James
YOUR PRACTICE PRACTICE MANAGEMENT MAR 31, 2020
Wells Fargo duo managing $200 million goes indie through Raymond James

Mark Killingsworth and Stephen Vessey set up shop in Beaver Dam, Wisc.

Finra bars no-show former Cadaret Grant rep
NEWS REGULATION AND LEGISLATION MAR 30, 2020
Finra bars no-show former Cadaret Grant rep

Gerald Dewes had been discharged by the firm for selling away

BlackRock waives ETF fees for New York Federal Reserve
INVESTING ETFS MAR 30, 2020
BlackRock waives ETF fees for New York Federal Reserve

The new fee structure addresses how the asset manager will handle conflicts of interest inherent in its arrangement with the Fed