Jacqueline Sergeant

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Advisors Need To Rethink Their Diversification Strategies, Morningstar Says

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It's time to look past old reliables like real estate and high-yield bonds, a new Morningstar report says.

Wealth Enhancement Boosts Presence In Maryland With $502M Hybrid RIA

by FA Staff

The partnership with Lynch Retirement Investment Group adds a fourth location for the Minneapolis-based firm.

Carson Group Builds Out Leadership Team In Wake Of Founder's Retirement

by FA Staff

The Omaha-based RIA has hired two ex-Orion executives to fill the positions of CFO and controller.

Ex-Mass Mutual U.S. Head To Lead Advisor360

by FA Staff

Mike Fanning retired from Mass Mutual Last May after 17 years with the company.

CAPTRUST Chooses CAIS To Centralize Alts Investments

by FA Staff

The partnership will allow CAPTRUST to consolidate its alternative products on one platform.

Ex-Merrill Lynch Advisor With $820M In Assets Joins LPL

by FA Staff

Heritage Private Wealth of Midland, Texas, has joined the broker-dealer's independent platform.

The Best Domestic Airline Rewards Programs

by FA Staff

A new WalletHub ranking identifies which U.S. airlines provide the most airfare savings to frequent fliers.

Longtime LPL Exec Joins TIFIN As President, Chief Revenue Officer

by FA Staff

Rob Pettman will oversee growth strategies at the Boulder, Colo.-based technology incubator.

Candidates Seeking CFP Certificate Reaches Record Level

by FA Staff

The CFP Board said a record number of candidates took its March exam.

J.P. Morgan Ordered To Pay Broker $250K In Defamation Case

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A Finra panel sided with a broker who claimed the firm defamed him in a Form U5 filing.

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