51-year-old Welsh adviser firm goes into administration
Intense Life Desires Cambrian Associates website Cambrian Associates Ltd (FRN 158976), an adviser firm based in North Wales, has gone...
Expense Tracking
$1.5B advisory team joins Commonwealth before LPL deal
Just because you’re about to be bought by a longtime industry rival doesn’t mean you...
HNW millennials prefer finfluencers to advisers
Millennials use finfluencers High-net-worth (HNW) millennials are more likely to turn to social media and...
SEC withdraws AI, cybersecurity rules for advisors
The SEC is dropping a slew of proposals that would have heightened advisors’ responsibilities for...
Weekend Reading For Financial Planners (June 14–15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
20% don’t know what type of pension they have
Younger people are overconfident about pension knowledge A fifth, 20%, of people don’t know what...
Morningstar study sheds light on interval fund fees
Within the sales pitch for interval funds that open access to alternative assets like private...
Investors turn to active management to counter volatility
Four in five investors, 80%, are somewhat or significantly more likely to increase their use...
Weighing the chances of RIA arbitration reform
Investor advocates are cheering an attempt to place stricter limits on how RIAs can use...
Northumberland accountant adds Financial Planner partner
Matthew Taylor and Joseph Findlay Northumberland-based accountancy firm Greaves West and Ayre (GWA) has promoted...