Too often, advisors on the verge of retirement overvalue their business, making it unattractive to potential successors. What they need to do is find a strategic partner who can ensure the continuity of their firm.
Two-thirds of investors with at least $100,000 in investable assets, including more than 80 percent of the millennials in that group, approve of the 2018 tax reform package passed by Congress this year, according to Nuveen's "Guard Their Gains" study. ...
Eight Advisors Bring $600 Million In Assets To Benjamin F. Edwards & Co. Benjamin F. Edwards & Co. recently hired eight advisors who in aggregate manage some $600 million in client assets. The advisors, who are joining from Stifel, Wells Fargo Advisors, LPL Financial and Sun Trust Bank, will work out of a handful of the firm's 67 offices across the country. ...
Fidelity Goes For A Bike Ride Your next bike ride may be thanks to Fidelity. The financial services company is shouldering into the "micro-mobility" scene with its participation in a $335 million funding round for bike- and e-scooter-sharing startup Lime. ...
