Summit Financial ends 17-year relationship with Lincoln Financial.
Firms put contingency plans in place and RIAs hunker down as the water keeps rising in Houston. <b>(<b>More:</b>​ <a href="http://www.investmentnews.com/article/20170828/FREE/170829937/in-pictures-harvey-wreaks-havoc-across-texas http://" style="color:#b10816" target="_blank">Harvey in pictures: Storm wreaks havoc across Texas</a>) </b>
From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'
A good financial adviser — or, better yet, a team of them — would provide a sense of perspective and calm that would hopefully prevent this winner from following in the footsteps of so many past winners who wound up broke in just a few years.
With $243 billion in assets, CAPTRUST continues to grow on its own terms.
The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.
Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.
Eighteen-month postponement further clouds the future of a fiduciary rule.
P-E proves to be ready and willing to invest in RIAs, but many will be looking to sell in three to seven years.
Some could choose not to follow company to TD Ameritrade when acquisition hits in September.
