News

Mariner has acquired two firms, Rochester, N.Y.-based Forté Capital and Scottsdale, Ariz.-based Ultra Financial Partners, with a combined $1.7 billion in assets under advisement, according to a news ...
The Retirement Planning Group (TRPG) has acquired First Financial Advisors, a Muskegon, Mich.-based wealth management firm with more than $300 million in client assets, a firm statement said.
Fintech firm Amplify Platform has introduced a new risk assessment tool that it claims provides a more accurate picture of the amount of risk advisors have in their portfolios.
The NAR report showed that the supply of previously owned homes edged up 0.6% to 1.55 million, the highest since May 2020. The bigger selection of homes has yet to jump-start sales the way some ...