Ross Gerber of GerberKawasaki says he's not a sales guy, so why be regulated like one?
The 87-year-old investor adds two vice chairmen on the Berkshire Hathaway board.
DB Root, a Dynasty firm, nets two firms, taking assets over $5 billion. Mercer Advisors also bought two RIA, in Texas and Connecticut respectively.
The TD Ameritrade RIA Sentiment Survey shows firms choosing ETFs over stocks and mutual funds and general optimism about the US economy in 2018.
The latest team is Schottenstein & Wechsler, who will set up shop in First Republic's San Francisco and Greenwich, Connecticut offices
Despite bitcoin's 1,300% gain in 2017, Merrill Lynch, Morgan Stanley, Wells Fargo and UBS say no thank you, citing illiquidity, roller-coaster ride and stratospheric risks
Maryland firm, after extensive search, shuns 'big box' approach of LPL in favor of smaller Independent Financial Group.
United Capital grabs Payne Wealth Partners of Evansville, while Raymond James signs up a Merrill Lynch advisor in Hawaii and Arizona and a father/ daughter team from Morgan Stanley.
The bank has only a fraction of the number of advisors that Morgan Stanley or UBS have, but its move is nonetheless a sign of dramatic change in recruitment in the industry.
The RIA outside Seattle used fund assets for personal reasons, while in San Francisco, an advisor gets 30 months for lying about a portfolio