Why the Independent Model Is Powering Industry Growth

Mar 21, 2023

Bill Simonet describes the benefits of having the freedom and flexibility of running your own practice.

Integrated Partners Announces the First Acquisition in Its 27-Year History

Mar 21, 2023

Chief Growth Officer Rob Sandrew describes how Integrated Parters' acquisition of Laurel Wealth fits into its 'deliberate' M&A strategy.

First Republic Rebounds From Record Low With Aid Plan in Focus

Mar 21, 2023

On Monday, JPMorgan Chase Chief Executive Officer Jamie Dimon hatched a new plan to aid First Republic.

Multiple Law Firms Investigating Focus Financial Take-Private Sale

Mar 20, 2023

Several law firms are looking into whether Focus’ board members breached their fiduciary duties in agreeing to the sale at $53 per share.

Making WealthTech Make Sense

Mar 20, 2023

At the Orion Ascent Conference, several tech firms explain what they do to an 11-year-old.

US Banks on Bumpy Path as First Republic’s Troubles Persist

Mar 20, 2023

While the FDIC got a deal for Signature Bank, the futures of Silicon Valley Bank and First Republic are still up in the air.

Why Fed Rate Increases Are Hitting All at Once

Mar 20, 2023

Tighter credit and the rising cost of deposits are squeezing banks — and the wider economy.

Silicon Valley Bank’s Bidding Process Extended by the FDIC

Mar 20, 2023

Bids for Silicon Valley Private Bank are due by 8 p.m. New York time Wednesday.

CFP Board's Ad Campaign Reflects Flexibility After Split

Mar 20, 2023

The new advertisement begins running today and comes several months after the Board announced a change to grant the organization more flexibility in its marketing.

Takeaways From the 2023 T3 Conference

Mar 17, 2023

Our technology columnist shares some of his thoughts on the pro- and antigenerative AI hysterics, as well as cybersecurity and some providers worth mentioning.