The Practice: Succession planning

• January 10, 2019

  Focus Financial Adds $658 Million RIA

  Focus partner has also added a multifamily office in Los Angeles.

  No Comments
• January 9, 2019

  Proven Strategies for Winning Over Your Clients' Kids (And Some Things You Really Shouldn't Do)

  Top UHNW advisors reveal their winning game plans.

  No Comments
• January 8, 2019

  HighTower’s Weissbluth Replaced by Fidelity and Charles Schwab Veteran

  The firm has replaced the CEO with Bob Oros, according to HighTower.

  No Comments
• December 28, 2018

  Wells Fargo and Morgan Stanley Lose More Reps to This Rival

  Two teams collectively overseeing $315 million join Raymond James.

  No Comments
• December 19, 2018

  Focus Financial Adds Family Office in New York

  Two indie wealth management practices have also joined Focus’s partner firm Buckingham Strategic Wealth.

  No Comments
• December 19, 2018

  Merrill Lynch Lowers Max Advisory Fee to 2%

  The drop is the wirehouse’s second time in two years to push down the highest fees charged to advisory clients.

  Last Comment: December 19, 2018
  1 Comment
• December 18, 2018

  LPL Boosts Executive Ranks with Breakaway Expert

  Exec previously served as COO of business and compliance consulting firm MarketCounsel.

  No Comments
• December 18, 2018

  RIA Acquisitions are Bigger Than Ever, Fidelity Study Reveals

  RIA merger and acquisition numbers are down but the average deal size continues to grow.

  No Comments
• December 18, 2018

  Northern Trust Promotes Wealth Management Exec

  Michele Havens is succeeding Steven Bell as president of the company’s West region.

  No Comments
• December 17, 2018

  Advisor Moves: LPL Poaches Practice from Raymond James-supported Program

  Plus Wells Fargo, Janney and UBS.

  No Comments