Cetera Wealth Management President Todd Mackay draws on conversations the broker/dealer has had with Commonwealth advisors to continue a case they should jump before the LPL acquisition is finalized.
James Patrick and William DeButts claim they resigned shortly after their firm was subsumed by one of Focus’s consolidation hubs. They argue their previous employer is defaming them to clients and business contacts.
Mercer Advisors' Don Calcagni discussed the latest investment vehicles transforming strategies, the ongoing active versus passive management debate and the nuances of private markets.
Kirk McDonald discusses the characteristics of successful mid-cap companies, the challenges faced by mid-cap managers, and why mid-caps might be poised for success in the current economic environment.
Fidelity's models will be available through Envestnet, which is also adding private market strategies from BlackRock, Franklin Templeton and State Street Global Advisors.
Andy Kalbaugh will lead The Wealth Consulting Group into its next phase of growth, which will include a new partners channel to help advisors with succession issues.
Tampa-based Concurrent has staked two firms through the new program so far, and separately added $500 million in affiliated assets in the second quarter.
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