The acquisition of Family Wealth Planning Group is Mercer’s third purchase of a $1 billion-plus firm in three months.

In the world of ERISA litigation, process often trumps perfection. That was the story in Waldner v. Natixis, where a federal judge dismissed ...

The financial advice industry will look different in 2030 and beyond. Understanding how it is changing is crucial for younger ...

The Denver headquartered firm has acquired Family Wealth Planning Group and affiliate Family Wealth Tax Advisory in Naples, ...

Some financial advisors promote annuities because they offer tax deferral, guaranteed income, or principal protection. But ...

Learn the five most common ETF mistakes advisors see clients make, from chasing performance to tax oversights.

We've actually found that the best advisory teams and solo advisors have figured out a niche that they work well with," Savvy ...

PepsiCo (PEP) faced a perplexing market response as its shares dipped 0.72% even with a strong quarterly earnings report and ...

Natixis Advisors LLC has upped their game in Marsh & McLennan Companies, Inc. (MMC), boosting their holdings by 2.0% and now owning shares valued at a hefty $196.4 million. Analysts are playing hot ...

Finally, Natixis Advisors LLC bought a new stake in Enersys during the fourth quarter worth about $1,083,000. Hedge funds and other institutional investors own 94.93% of the company’s stock.