Philadelphia-based Efficient Advisors manages some $3 billion and is being bought from Fiduciary Services Group.

AssetMark said the acquisition expands its presence within the RIA channel and increases the scale of its advisor network. It ...

To mark the launch of its new travel advisor platform, kimkim will pay advisors an additional 5 percent commission for ...

In further expanding its national footprint, AssetMark Financial Holdings on Friday announced its intention to acquire Efficient Advisors, LLC, an asset management platform with $3 billion in client ...

Wells Fargo pulls $722M in AUM from Merrill while Osaic adds a $540M team from Primerica (but gets sued); Stifel sells ...

Cetera welcomes long-time Commonwealth Financial Network advisor Christian R. Benard, CFP®, EA, AIF®, who brings his ...

Advisors in Charles Schwab’s Advisor Network program will soon be paying an additional 5% in fees for client referrals from the firm’s retail branch offices, according to a company spokesperson. “As ...

Building a referral network is an effective way for financial advisors to grow their client base. Referrals often come from satisfied clients, but they can also be nurtured through relationships with ...

The company said it is on track to meet its advisor retention goals for its acquisition of rival Commonwealth Financial ...

Advisory Services Network’s Trey Prescott says next-gen advisors want to run their own firms. He wants to help them.

Coming into college the first year – or even the fourth year – can be challenging to navigate. That’s where college advisors come in. Over the summer, the College of Engineering and Computing advising ...