The deal pushes Mercer toward $10 billion in assets under management
Clients can add values for mortgages, 401(k) accounts and even an art collection into their portal.
Life stage transitions trigger newfound needs and create rare windows of opportunity to engage and win over customers.
Trump's campaign manager said people made the mistake of assuming who the electorate was rather than listening to what the electorate wanted. <b><i>(Related read: <a href="http://www.investmentnews.com/article/20161202/FREE/161209978/trumps-policies-could-be-tough-on-emerging-markets-and-ignite-a" target="_blank">Trump's policies could be tough on emerging markets </a>) </b></i>
Both former brokers settled and refused to testify.
The regulator said Anthony Mastroianni Jr. churned an elderly client's account at two different brokerages.
There will be a variety of desired and unexpected consequences of the DOL fiduciary rule.
Regulator looking into incentives firms are offering employees to promote bank products of an affiliate or parent company to retail brokerage customers in wake of Wells Fargo scandal.
Only 6% of reps with checkered backgrounds were placed on heightened supervision by their broker-dealers, according to a new report.
Integrated Financial Partners has 135 financial advisers and 20 offices around the country. <b><i>(More: <a href="http://www.investmentnews.com/article/20161118/FREE/161119932/star-broker-ron-carson-is-leaving-lpl-to-jump-to-cetera" target="_blank">Star broker Ron Carson is leaving LPL to jump to Cetera</a>)</b></i>
Gen Xers need lots of financial advice but they're ignored by planners, Cerulli finds
Investors appreciate both, but do turn to traditional advisers over digital ones for some services.
Younger generations may opt to go robo at their local financial institution rather than seek out an adviser.
Advisory boards provide feedback that can help firms deliver the kind of experiences that turns clients into their advocates.
Ruling could have implications for other advisers in independent broker-dealer channel.
