Private-equity firm GTCR said it has agreed to acquire FMG Suite, a marketing and software company used by financial advisors and insurance professionals, from Aurora Capital Partners, another private ...

NEW YORK--(BUSINESS WIRE)--Chatham Financial, a global leader in capital markets technology and advisory, today announced the addition of Lorelei Lenzen as Chief Marketing Officer (CMO). Lenzen, an ...

As advisors strive to optimize and reevaluate their marketing budgets, firms are responding with new digital tools and platforms to meet their needs. Processing Content Last week, San Diego-based LPL ...

This is the 12th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Advisors offer their opinions on the efficacy of the SEC Marketing Rule governing testimonials and advertisements.