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Dec 19, 2024 · Commonwealth Financial Network says it's picked up more financial advisors from Osaic.. The latest to join are two Jericho, New York-based independent advisory practices that share office space, Full Spectrum Financial Solutions and NXT Phase Financial Services, both of which had been founded in the early 1990s and were previously affiliated with Osaic predecessor firm Securities America ...
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Dec 18, 2024 · Corient, the Miami-based subsidiary of Toronto-based CI Financial Corp. said it's establishing its presence in Maine by buying the state's largest registered investment advisory firm, H.M. Payson & Co.. HMP, founded in 1854, offers investment management, strategic financial and estate planning, and trust and fiduciary services, according to …
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Dec 10, 2024 · Cetera Financial Group says it has added the investment program of another bank to its institutional unit.. Cetera Financial Institutions' latest addition is First Citizens Investment Services, which had about $465 million in assets as of Sept. 30, according to an announcement by Cetera.. The First Citizens investment program is part of Whitewater, Wisconsin–based First Citizens State Bank ...
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Nov 21, 2024 · On Demand: The $30 Trillion Opportunity: Growing Your Firm with Female Advisors and Clients. Join us on November 21 for a webcast sponsored by Cetera discussing the value women advisors can bring to firms, especially as women in society are increasingly controlling large sums of financial assets.
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Dec 9, 2024 · Mercer Global Advisors announced that it has acquired a registered investment advisor firm that manages about $110 million in client assets.. Frango Financial, founded in 2011, serves working professionals in Virginia, Maryland, South Carolina and Washington, D.C., according to the announcement.. The firm's offerings include investment management, retirement planning, insurance and risk ...
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Nov 27, 2024 · This story originally ran on Financial Advisor IQ's sister publication FundFire. Citigroup has tapped Kate Moore, a BlackRock executive, to serve as the chief investment officer of its wealth unit, the firm announced on Tuesday.. Moore, who was most recently the head of thematic strategy for BlackRock's $50 billion global allocation business, will start the role at Citigroup in February.
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Nov 26, 2024 · CI Financial, a Canadian asset manager and prolific acquirer of U.S.-based registered investment advisory firms, has agreed to be taken private by an asset management subsidiary of Abu Dhabi's state investment fund.The all-cash offer from Mubadala Capital values CI Financial's equity at about $3.4 billion and its enterprise at …
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Nov 19, 2024 · Raymond James announced that it has added a pair of financial advisors from Edward Jones.. Vancouver, Washington–based advisors Brian Harmon and David Brown have joined Raymond James Financial Services, the firm's independent advisor channel, as Vista NW Wealth Management, according to the announcement.. Harmon has been in the financial services industry 19 years, all at Edward Jones ...
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Nov 22, 2024 · UBS Wealth Management has adjusted its advisor compensation plan with an eye toward improving profitability by rewarding advisors who boost productivity and generate referrals to other lines of business, sources say.. The wirehouse has increased a cash incentive award it introduced last year to reward advisors who grow their business, according to a source familiar with the plan, unveiled on ...
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Oct 15, 2024 · Commonwealth Financial Network is partnering with technology providers Pontera and Orion Advisor Solutions to "give time back to advisors," according to President and Chief Operating Officer Trap Kloman. "We want advisors to do what they love and are great at and adds maximum value to the client, and then find the right partner and technology to take care of the rest," Kloman said in an ...