The firm is an employee-owned, independent partnership associated with Raymond James, and has found success with its collegial 'no-jerk policy' for those who'd like to join.
The executive vice president and head of Fidelity's RIA segment is leaving the company at the end of the month.
LPL among the firms to benefit from the expanded distribution of financial advice
Differentiating themselves from brokers would be easier now that debate has raised investor awareness of the role of a fiduciary
Novos Planning Associates moves under the Mercer umbrella as the 22nd branch office
From incubator relationship to back-office service provider.
The chief executive of Ritholtz Wealth Management has benefited from a strong online presence in terms of building his client base, but also in recruiting top talent.
First-quarter volume was up 11%, in part because of president-elect's frequent social media activity
Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.
Multiple forces are driving industry consolidation.
