Independent advisers want to do deals, but many confess they aren't really prepared to do so
Proponent say a levy on trades is harmless. Opponents call it a dangerous friction
There are benefits for advisers that create more than just a balanced portfolio for clients
More and larger deals suggests the second half could reach record levels
The new normal is reigniting conversations around the potential for alternative investments to add diversity and hedge risk
Large investors are giving up liquidity and tighter spreads for lower fees
The unique new exchange-traded fund wrapper is slowly gaining steam
The new fund is designed to fill a gap in the growing ESG market
The purchase of Denver-based M.J. Smith and Associates was partially driven by the need for a succession plan
The combination of FormulaFolios and Brookstone brings together approximately 800 advisers operating in all 50 states, with more than 500 offices
