MAI Capital Management's purchase of MTX leads to rebranding plan focused on serving athletes.
Veteran broker accumulated 34 disclosures over 21 years in the industry.
Advisers talk about their experiences working with clients in this underserved niche.
The custodian's RIA clients will get discounted origination fees as part of the alliance with Merchant Investment Management
Wendy Hartman also joins the board of Buckingham Strategic Wealth, a firm that already has women in 40% of client-facing roles.
'Freedom Note' allows advisers to repay debt through percentage of revenue.
AGW Capital Advisors doubles down on its fiduciary responsibility as a business development strategy
Quantifying news reports about Trump can help predict where markets are heading.
New rules stress disclosure of conflicts, but fall short of creating a uniform fiduciary standard.
The self-help guru is a board member and 30% owner of America's Best 401(k) Company.
