Denver-based ALPS, which provides several outsourcing services to mutual fund firms, says it plans to acquire Red Rocks Capital, a private equity asset manager, for $65 million. The deal is expected to close in the second half of 2015...
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Iceland is looking at the possibility of changing modern banking as we know it. Stung hard by the financial crisis of 2008, Iceland commissioned a report suggesting that the country’s banks stop “creat...
Key ways seasoned financial planners and firms can help the next generation of planners, themselves and their firms
What's in a name?
In new research from Cerulli Associates, the analytics firm offered up “eRIA” as an alternative term to “robo-advisor” for automated investment advice software. Whatever the advisory industry decides to call them, Cerulli...
They have a plan.
The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...