After nine years heading the advisory firm, David Barton is out.
The move is part of an enhanced digital approach the firm plans to roll out in stages over the next several months.
Fueled in part by succession planning among older advisers, the registered investment advisory space saw a record 44 mergers and acquisitions during the first quarter of 2017.
Polarizing political climate has advisers getting creative to turn conversations away from President Trump.
The state's 10-year bonds carry a 4.45% yield, but come with a lot of credit risk.
Asset-based pricing still rules, but retainers are expected to gain ground.
Clients decide from packaged options and staggered price list how many services they want to pay for.
By mandating that nongovernment money funds add special fees, redemption restrictions and floating net-asset values, the SEC has given plan advisers a reason to reassess the cash management options in company-sponsored plans.
Two whopper transitions drive up the average team size to $269M AUM.
$16.5 billion RIA marks the 10th deal this year and largest ever for the roll-up firm
