See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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A new study from the Federal Reserve finds that among professional investors, neither intelligence nor other personality traits and cognitive skills matter much.
Recent filings with the SEC indicate that the Kingswood/Wentworth deal is on track to close early this year, despite the difficult environment for SPACs.
Many of the big wealthtech players satiated their desire to get bigger this year. Here are some of the most significant deals that occurred in the space.