Meanwhile, Merrill Lynch intends to continue building its alternative investment platform for wealthy clients.

The market reaction was muted following earlier reports of the president taking steps against the Fed chair soon in a closed-door meeting with Republicans.

Carlton will use her experience from Ficomm, United Capital, and Mercer Advisors to foster collaboration and innovation among Merchant’s partner firms.

Women will be among the big winners in the Great Wealth Transfer and financial advisors. Here’s what advisors need to do to prepare.

Hannah Moore, founder of Amplified Planning, stresses the importance of critical thinking, why AI is no substitute for human connection, and why behavioral competencies should be trained “from day one.”

Meanwhile, AlphaCore Wealth Advisory welcomes Blackstone and JPMorgan veteran as its new chief investment strategist.

Despite a positive US market outlook, analysts at the alternative giant counselled increased international exposure as bigger deficits and geopolitical uncertainty take hold.

The co-founder of IFG discussed with InvestmentNews the unique opportunity that remaining independent offers to build a successful firm.

Three industry leaders will join the hybrid RIA’s president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.

Ten out of 12 districts expect future economic activity to either flatline or soften in the upcoming months, according to the Fed’s Beige Book release.