See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The deal continues WEG's expansion into California, representing the acquirer's sixth transaction in the state since June 2021, bringing its total client assets to $55.1 billion.
In a letter to the Labor Department, groups ranging from the Consumer Federation of America to the AFL-CIO urged the DOL to strengthen the fiduciary protections for retirement investors that went into effect in February 2021.
Wise Rhino CEO Dick Darian discusses the differences between RPAs and wealth management, and why RIAs are starting to use DC plans to find more clients.
A small subset of OSJs is going beyond simply leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors.
The government finally officially recognizes the emerging digital asset industry as important to maintaining global competitiveness in finance and technology.
