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Edward Jones advisor managing $256 million joins Raymond James
NEWS RIAS JAN 10, 2023
Edward Jones advisor managing $256 million joins Raymond James

Bryan Cernicek, who leads the Cernicek wealth management team, is joining the firm’s employee advisor channel in St. Louis.

Fidelity launches business development company
INVESTING ALTERNATIVES JAN 10, 2023
Fidelity launches business development company

The Fidelity Private Credit Fund will be available to individual investors and distributed through financial advisors.

Mercer acquires California-based Empyrion Wealth
NEWS RIAS JAN 10, 2023
Mercer acquires California-based Empyrion Wealth

The firm, led by Kimberly Foss, manages $250 million, and is the 15th woman-owned firm Mercer has purchased since 2016.

A deep dive into uncompensated versus compensated risk
THE INVESTMENTNEWS PODCAST JAN 09, 2023
A deep dive into uncompensated versus compensated risk

Jeff and Bruce are joined by Michael Hunstad, executive vice president and chief investment officer for global equities at Northern Trust Asset Management. Michael talks us through his detailed research on risk, including six key findings every portfolio manager should be aware of. 

Arizona advisor managing $200 million joins LPL from Cambridge
NEWS BROKER DEALERS JAN 09, 2023
Arizona advisor managing $200 million joins LPL from Cambridge

David Dobrusin is both a CPA and a certified financial planner.

Two cheers for the SECURE 2.0 Act
RETIREMENT RETIREMENT PLANNING JAN 09, 2023
Two cheers for the SECURE 2.0 Act

Digesting everything in the new law will take some time as financial advisors will have plenty of interpreting and educating to do.

EP Wealth acquires Maine firm managing $347 million
NEWS RIAS JAN 06, 2023
EP Wealth acquires Maine firm managing $347 million

The acquisition of Cribstone Capital Management was EP Wealth's sixth deal of 2022.

Raymond James adds Tennessee team managing $832 million
NEWS BROKER DEALERS JAN 04, 2023
Raymond James adds Tennessee team managing $832 million

The nine-member group, which will do business as Fountain Financial Group, had been affiliated with First Horizon Advisors.

‘IN the Nasdaq’ with Gregg Fisher, small-cap portfolio manager at Quent Capital
VIDEOS IN THE NASDAQ JAN 03, 2023
‘IN the Nasdaq’ with Gregg Fisher, small-cap portfolio manager at Quent Capital

Quent Capital portfolio manager Gregg Fisher sits down with InvestmentNews anchor Gregg Greenberg to discuss how "deglobalization" will spur small-cap stocks higher in 2023 and beyond.

Prime Capital acquires $575 million advisory firm
NEWS INDUSTRY NEWS JAN 03, 2023
Prime Capital acquires $575 million advisory firm

Pasadena, California-based Stonnington Group has 275 clients and is led by Nick Stonnington.