Industry

Jeremy Holly, who left the broker/dealer in 2021 to join SageView Advisory Group, has returned to lead strategic business development.

Cerity has acquired a New York City–based firm with experience serving private equity, hedge fund and venture capital partners.

Doug Fritz, F2 Strategy's co-founder and CEO, provides his take on the most important wealthtech news of the last month.

The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.

Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other 'non-value-added' tasks, according to a new J.D. Power survey.

UBS is trying to retain many of Credit Suisse's wealth managers, along with the client relationships they oversee.

The IRS found the organization spent too much time devoted to social and networking activities.