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Lawsuits Targeting Mariner Continue to Boil in Federal, State Courts

Edelman Financial Engines is arguing Mariner Wealth benefits from "free rides" off competitors' success while opposing Mariner's motion to dismiss. ....

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RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets. ....

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RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets. ....

United States , San Antonio , Grand Junction , Colorado Springs , Palm Coast , Tom Scaturro , Bryan Scott , Vali Nasser , Matthew Crecium , Jared Waldrup , Bob Pugh , Lisa Mauser , Joe Debello , Rob Madore , Elaine Pugh , Jared Hardin , Joe Birkofer , Ashton Thomas , Angela Johnson , Aaron Clark , Greg Evans , Charles Schwab , Wells Fargo , Product Development , Onedigital Attracts Houston Firm , Fidelity Investments ,

Anderson Hoagland & Co. Lowers Stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Anderson Hoagland & Co. lowered its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 1.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,568 shares of the company’s stock after selling 289 shares during the […] ....

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First Business Financial Services Inc. Buys 59 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

First Business Financial Services Inc. raised its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 3.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,592 shares of the medical equipment provider’s stock after acquiring an additional 59 shares during the […] ....

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