HighTower Advisers, the registered investment advisory firm and rising independent broker-dealer powerhouse, has built out its management team and expanded the role of one of its top directors: David Pottruck, the former chief executive and president of The Charles Schwab Corp.
MetLife Inc. is licking its chops at the opportunity to expand overseas, according to published reports.
</i>Below is a copy of the letter Fidelity president Rodger Lawson sent to employees yesterday announcing that he will retire at the end of the first quarter</i>
Deputy editor Evan Cooper on advisers, brokers, and TV. (Yes, TV)
RBC Wealth Management has recruited a pair of financial advisers from US Trust Wealth Management, where they ran some $450 million in client assets.
New targets have surfaced for lawsuits over 401(k) fees: small retirement plans, their investment advisers and service providers.
Moss Adams, in a bid to continue the expansion of its wealth advisory business, has acquired a registered investment advisory firm in San Diego.
