Joyce Blay

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WEG Acquires Calif. RIA BTR With $1B AUM

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WEG oversees more than $55.2 billion in total client assets.

Private Wealth Adds Partner/Senior Portfolio Manager

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Leslie Miller is an industry veteran with more than 30 years of experience.

LPL To Acquire $40B Branch Office In South Carolina

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The purchase price for Financial Resources Group Investment includes a $140 million payment upon closure of the deal.

$630M AUM Wells Fargo Team Joins LPL Platforms

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Artiea Capital Management operates in Westlake Village, Calif.

Diversity Scholarship CFPs Talk Of New Horizons

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The College for Financial Planning's diversity scholarship program turned out its first class of CFPs this year.

Financial Planning Standards Board Names New CEO

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Dante De Gori will fill the position starting Jan. 1.

NAPFA Taps Executive Search Firm Exec As Interim CEO

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Leslie M. Stokes currently serves as vice president of Vetted Solutions

Merrill Advisor Managing $230M AUM Joins LPL Employee Channel

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Chip Marcus Wealth Management is based in Boca Raton, Fla.

These Retirement Plan Providers Ranked Best For Online Experience

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Overall, the retirement industry hasn't done enough to give customers a user-friendly experience, according to J.D. Power.

A Third Of Parents Tap Kids' College Savings For Themselves, Survey Finds

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Some parents admitted to using college savings funds to gamble.

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