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How Safe Is Client Money in a Fintech, Really?

Oct 09, 2024

Synapse Financial's collapse has caused a ripple effect within the fintech industry, due to the roughly 20 banks and 100 fintechs with which it had partnerships.

$685M Kansas Team Joins LPL from Merrill

Oct 09, 2024

The Wichita-based advisors are launching Air Capital Wealth Management by affiliating with LPL Strategic Wealth Services.

401(k) Real Talk Episode 125: October 9, 2024

Oct 09, 2024

Open, honest and candid discussion about the latest jobs numbers, Creative Planning, TIAA's hacked, how AI can revolutionize 401(k) plans and more.

Facet Raises Additional $35M

Oct 08, 2024

The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning services.

iCapital Reaches $200B in Global Assets

Oct 08, 2024

The alternative investment platform doubled the volume of assets on its platform since December 2023.

Cetera Acquires Protective Life’s B/D, RIA Business

Oct 08, 2024

Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera.

BlackRock, JPMorgan Asset Back Dynasty Financial at $800M Valuation

Oct 08, 2024

Proceeds from minority raise will fund growth for Dynasty.

Allworth Acquires $1.1B New Jersey RIA

Oct 08, 2024

Allworth's acquisition of George McKelvey Company in Manasquan, N.J. represents its sixth deal this year, bringing the RIA to 43 offices nationwide.

Family Office Resource Group Launches To Help RIAs With UHNW Clients

Oct 08, 2024

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

Santander Reorganizes Leadership Roles at Wealth Management Unit

Oct 07, 2024

Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.

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Industry

See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates. Get the latest stories direct to your inbox - subscribe to the Morning Memo.

See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
Get the latest stories direct to your inbox -
subscribe to the Morning Memo.