Zaim Hajdari, president of The Hajdari Group, says InvestHalal will serve a need for Muslim-Americans wishing to practice Shariah-compliant asset management.

Members of Chalice Financial Network will gain access to risk analysis opportunities from Riskalyze, compliance solutions from NRS and office locations courtesy of WeWork.

LifeYield, Oranj, Redtail and others have partnered with the digital recruitment platform to amplify its advisor-centric approach.

Morgan Stanley pitched wealth management clients a chance to invest in Uber via a fund dubbed New Riders LP. The minimum investment was $250,000.

The RIA, founded and led by CEO Joe Duran, would be rolled into Goldman’s existing wealth management business in an effort to target more mass-affluent clients.

The firm will launch a trust company to bring more services to its wealth management clients in the country.

Emmanuel Roman said benchmarking the money manager against others is a mistake. Falling behind on technology and new entrants into the markets are what worry him most.

Advisors need to pitch impact investing to their clients before other wealth managers do.

SB Wealth joins SA Stone Wealth Management, the former Sterne Agee broker/dealer, now a subsidiary of INTL FCStone.