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WealthManagement.com
6 天
$700M Team Leaves Equitable to Launch RIA With Dynasty Support
A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments ...
WealthManagement.com
6 天
Your Next Financial Advisor Will Be on an App
Private bankers and retirement planners will increasingly use AI to invest and even communicate, but the human element will ...
WealthManagement.com
3 天
Fired LPL Chief Championed Firm Culture He Later Violated
The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his ...
WealthManagement.com
3 天
Banks Reclaim $30B of Debt Deals From Private Credit
Banks and private credit lenders have been in tense competition to provide financing for what’s been a thin pipeline of ...
WealthManagement.com
2 天
Public REIT Total Returns Are Up 40% Since October 2023
The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third ...
WealthManagement.com
2 天
WealthStack Roundup: Cheryl Nash Returns To Role Leading Investcloud's APL
In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C ...
WealthManagement.com
4 天
Aquilance Hires Chief Revenue Officer From Morningstar
The personal financial administration firm has been building out its C-Suite with an eye toward growth and bringing the ...
WealthManagement.com
2 天
Perigon Wealth Adds Execs With Eye to M&A
The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of ...
WealthManagement.com
3 天
The Word on WealthTech For October 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
WealthManagement.com
5 天
LPL Fires CEO Dan Arnold for Violating Code of Conduct
Rich Steinmeier, managing director and chief growth officer, will serve as interim CEO, effective immediately.
WealthManagement.com
6 天
Apollo, State Street Strive to Prove Private-Debt ETFs Can Work
The fund, called the SPDR SSGA Apollo IG Public & Private Credit ETF, still needs to win regulatory approval from the SEC.
WealthManagement.com
4 天
When Boomers Might Need a Designated Planner
As to the second, I think it’s pretty clear that boomers will have an increasingly difficult time accessing the advice and ...
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