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Credit Suisse offers $3 billion debt buyback to soothe investors
INVESTING EQUITIES OCT 07, 2022
Credit Suisse offers $3 billion debt buyback to soothe investors

The announcement signals the bank's confidence that it has enough liquidity to take advantage of the recent slump in debt markets.

Hub acquires Northern California-based Quintes
RETIREMENT RETIREMENT PLANNING OCT 06, 2022
Hub acquires Northern California-based Quintes

The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.

Billion-dollar Merrill rep goes indie with LPL
NEWS WIREHOUSES OCT 06, 2022
Billion-dollar Merrill rep goes indie with LPL

Alexander Guiliano is launching Resonate Wealth in Ridgewood, New Jersey, along with two staffers.

Mercer Global Advisors adds Cincinnati firm managing $370 million
NEWS RIAS OCT 05, 2022
Mercer Global Advisors adds Cincinnati firm managing $370 million

The Asset Advisory Group, founded in 1988, serves about 160 clients and will expand Mercer's presence in Ohio.

MAI acquires Florida-based firm, launches retirement business
NEWS RIAS OCT 04, 2022
MAI acquires Florida-based firm, launches retirement business

The Cleveland-based RIA said the purchase of West Point Business Group allows it to launch MAI Retirement.

Billion-dollar Merrill team joins Raymond James
NEWS RIAS OCT 04, 2022
Billion-dollar Merrill team joins Raymond James

Four-adviser group in Novi, Michigan, moves to the firm’s employee channel and will now operate as Stone Manor Wealth Advisors of Raymond James.

Schwab adds 800 funds to no-transaction-fee program
NEWS RIAS OCT 04, 2022
Schwab adds 800 funds to no-transaction-fee program

The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.

Concourse Financial names David Perry CEO
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 04, 2022
Concourse Financial names David Perry CEO

Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.

Team managing $300 million moves from Cambridge to LPL
NEWS RIAS OCT 03, 2022
Team managing $300 million moves from Cambridge to LPL

Florham Park, New Jersey-based Bodnar Financial Advisors develops financial strategies for major life events including marriage, kids, death, divorce and retirement.

FPA offers course on planning psychology
YOUR PRACTICE PRACTICE MANAGEMENT OCT 03, 2022
FPA offers course on planning psychology

The nine-credit on-demand program includes seven hours of video instruction and focuses on how financial planners can build deeper relationships with clients.