Industry

Diversified Capital Management was previously with Cadaret Grant before Atria Wealth bought it and LPL acquired Atria.

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.

The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.

The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.

Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.

But Osaic acquired a Buffalo-based independent wealth manager with $180 million in managed client assets.

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

Jacques Chappuis will take over Prudential Financial's asset management business at a time when asset management has become a key differentiator for US life insurers. 

According to the commission, Invesco overstated how much of its AUM was ESG-integrated because that percentage included all ETFs.

In other news, AdviceTech.Live is next week, DriveWealth expands to Europe, Pontera integrates with Envestnet BillFin and UBS tokenizes.