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Mercer Advisors Buys $660 Million RIA

Mercer Global Advisors Inc., a registered investment adviser, has acquired ClearRock Capital LLC, a wealth management firm headquartered in Sun Valley, Idaho with a...

Mercer Advisors Buys Los Angeles-Based RIA

Mercer Global Advisors Inc., a registered investment adviser, has purchased Argosy Wealth Management Inc., a wealth management firm located near Beverly Hills, California with...

Department of Labor Unveils Proposed Exemption for Investment Advice Fiduciaries

The U.S. Department of Labor has released a new proposed class exemption that would allow investment advice fiduciaries to receive compensation for their advice....

DOL Allows 401(k) Savers to Invest in Private Equity

The U.S. Department of Labor has issued an information letter indicating that retirement savers can include certain private equity investments in their defined contribution...

DOL Takes Another Step Towards Revised Fiduciary Rule

The U.S. Department of Labor sent its revised fiduciary rule proposal to the Office of Management and Budget on Monday. A draft of the...

Sponsored: The SECURE Act – The Gift That Keeps on Giving

By Kelli Click, president of STRATA Trust Company The end of last year brought a considerable gift for retirement savers, financial advisors and other professionals...

LPL Financial Recruits Former Woodbury Financial Duo

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Don Petricic and Tom Phillips to its broker-dealer and corporate registered investment...

LPL Financial Recruits Former 1st Global Duo

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Parker Inabnet and Kate Redden of I.M. Wealth Care to its broker-dealer...

LPL Financial Recruits $1 Billion Team from Advisor Group’s FSC Securities

LPL Financial LLC, the nation’s largest independent broker-dealer, has added 10 financial advisors with Financial Solutions Group to its broker-dealer and corporate registered investment...

Senate Confirms Eugene Scalia as Labor Secretary

The Senate confirmed Eugene Scalia, the son of the late Supreme Court Justice Antonin Scalia, as Secretary of Labor in a 53-44 party-line vote...