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Thun Financial Advisors specialize in serving U.S. citizens who live overseas
The post Creative Planning acquires $600 million RIA appeared first on InvestmentNews.
The 4,000-person regulator in March was one of the first federal agencies to tell employees to stay home due to the public health emergency.
The bank has been in turmoil relative to peers for years. The economic fallout from the coronavirus pandemic only made matters worse.
Earlier this year, FINRA arbitrators granted the former advisor’s expungement request, but still sided with the firm on its demands for repayment of two promissory notes.
Sponsors have interest in adding them to their retirement plan documents, but the courts are up in the air, lawyers said
The post 401(k) arbitration agreements still not mandatory appeared first on InvestmentNews.
The presumptive Democratic presidential nominee would raise capital gains taxes
The post Biden’s economic and tax plans draw mixed reviews from advisers appeared first on InvestmentNews.
Wells Fargo's wealth unit reported net income of $180 million during the second quarter, down 70% year over year and 61% sequentially, as advisor head count continues to shrink.
The startup allegedly offered and security-based swaps to retail investors without registration
The post SEC charges cryptocurrency app Abra with unregistered swap transactions appeared first on InvestmentNews.
The president of the advisory firm GRID 202 Partners will take the top post in 2022
The post Kamila McDonnough elected CFP Board Chair-elect appeared first on InvestmentNews.
There are benefits for advisers that create more than just a balanced portfolio for clients
The post Advisers should aspire to the endowment investment model appeared first on InvestmentNews.
Wells Fargo Advisors says it is focused on hiring bigger producing teams
The post Wells Fargo reports drop in advisers, assets for Q2 appeared first on InvestmentNews.
MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured.
Kamila McDonnough, the president of an RIA firm and a member of the CFP Board, will take over the role of Board Chair in 2022, becoming the first Black woman to do so.
Lemongrass-fed cattle expected to emit a third fewer greenhouse gases
The post Sustainability concerns behind Burger King’s new Whopper appeared first on InvestmentNews.
How to handle possible changes in the industry due to COVID-19.
It’s the second consecutive quarter that trading set a record, as the bank’s Wall Street unit is helping prop up the consumer-lending division.
More and larger deals suggests the second half could reach record levels
The post After a choppy start, RIA M&A regains momentum in 2020 appeared first on InvestmentNews.
“Overall there were not many positive data points to hang your hat on,” according to analysts. Advisor headcount, net interest income and assets were down.
The deal with Thun Financial Advisors, an RIA with $600 million in assets, expands Creative Planning’s cross-border advising services.
Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board.
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