Industry

If you’re not at the table, you’re on the menu.

Nicholas Takahashi and his team managed about $1.3 billion when it left the wirehouse earlier this year, but Morgan Stanley alleged the rep was breaking his non-solicitation vows.

The virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors.

The alternative asset manager is launching its first interval fund and serving as a core independent manager on another as it looks to develop new products.

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the advisor had broken his restrictive covenants after being fired.

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

There's a new paradigm in wealth management.

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

Rush Benton will replace Cascadia Capital CEO and Chairman Michael Butler on the board.

While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.