See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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In what many say is a seller’s market for RIAs, how does a buyer stand out and land the deal when other bidders are involved? It comes down to understanding the unique sensitivities of the seller and a little bit of a personal touch...
A company called YNOFACE Holdings Inc purportedly run by Antonio Lee said it had acquired 798.4 million Bank of America shares in an exchange on Aug. 15, and purchased another 4.2 billion common shares and 100 million preferred shares on Sept. 22.
This is a quick note to thank all of the attendees who came out for our WealthManagement.com Industry Awards program in late September.
The awards seek to recognize firms with specific initiatives that help financial advisors better serve thei...
(Bloomberg) -- William McNabb, chief executive officer of Vanguard Group, said the cost of investing will keep falling as more money shifts to passive investments and competition across the industry drives prices lower...
(Bloomberg Markets) -- Not so long ago, T.F. Meagher worked at a hedge fund. It was a successful hedge fund, too—the $6 billion UBS O’Connor, which was actually gaining assets instead of losing them, unlike so many other hedge...
Meet Katana.
A common refrain about digital advice technology is that while it may be good for small accounts and new investors, it is unable to handle the needs of a high net worth investor. Hedgeable is trying to change that with Tax Samurai...
