Lexington Wealth Management advises on $1 billion in assets and has 11 advisers.
Bluespring acquires $152.6 million firm in Ohio, Hickory Asset Management Inc.
It turns out negative screens aren't necessarily a drag on funds' performance.
As its fee-based advisory business continues to grow, the country's biggest IBD wants to keep more of its RIA assets at home. It won't be easy.
InvestmentNews gathers client and asset data to assemble company rankings
Former CEO of David A. Noyes, Mark Damer, was fired last month.
IFS Securities facing 'substantial losses' from head bond trader's bet on Treasuries.
Craig Rumbaugh and his firms secretly received 5% commission on $3 million invested by clients.
Advisers shrug off the threat of an imminent recession
Videos criticized for glossing over details of business models, conflicts.
The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.
Highlander Financial Group, based in Rockville, Md., is led by a former pro baseball player.
Regent Wealth Management Group serves approximately 110 high-net-worth households
Mercer Global Advisors sues adviser who jumped to a competitor.
Commission says Richard Duncan persuaded two clients to invest $300,000 in a scam.
Academic paper says many 'fall short of the spirit of the fiduciary standard.'
The 30 deals it closed on so far this year already exceeds the total it had in 2018.
The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.
Owner of Laguna Financial Group says Schwab violated own conflicts policy for RIAs on platform
