Carson Wealth establishes its second Billings, Mont. location with the acquisition of True North Financial.

More than 99% of stockholders agreed to the deal, which valued the technology giant to advisors at $4.5 billion.

The impact lower rates are likely to have on private credit funds goes beyond an expected decline in yields.

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

The RIA custodian partnered with fixed income tech startup Moment to power the new features.