Platform marks a milestone in the integration of MRS Companies
Deal broadens fund dealer’s network of financial advisors to more than 215 associates
Independent Accountants’ Investment Group to resign MFDA membership
The board is working through a set of key priorities for the coming year
Financial planning is one area where dealers should innovate to set themselves apart as industry growth slows
Angoss Software’s FundGuard now used by firms with over $1 trillion AUM
The numbers indicate advisors are better off than they were at the start of the decade
With the acquisition of Legacy Associates, Equity grows its roster to over 150 advisors
Deal will boost Global’s advisor count to over 250
Guidance and more communication on dealers’ wish lists