Industry

The debate at the conference reflects a broader dispute taking place across corporate America over the role of DEI.

Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform.

Kelly Milligan filed a class action complaint in federal court, arguing he lost $500,000 in deferred compensation after leaving the wirehouse several years ago. One attorney estimated more than 1,000 former Merrill advisors have a similar story.

A recent New York Times article suggested that Blackstone's non-traded REIT is inflating its property valuations. But real estate industry insiders say they are not worried.

The five advisors are based in Newton Lower Falls, Mass. and will form Lightship Wealth Strategies.

Outside stakeholders have long encouraged the IRS to expand ways to resolve disputes with the agency.

The IBD filed a notice to appeal with the First Circut Court of Appeals after a Massachusetts federal judge ruled in favor of the Securities and Exchange Commission.

The team, which has created Thimble Island Private Wealth, joins from Janney Montgomery Scott.

Thomas Hofstetter and Daniel Baron will join the Ohio-based DayMark, a Dynasty Financial Partners member firm managing about $2.5 billion in assets.