See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Shirl Penney, co-founder and CEO of Dynasty Financial Partners, discuses the four key service lines the firm offers and why he's so upbeat on the RIA model.
Zaim Hajdari, president of The Hajdari Group, says InvestHalal will serve a need for Muslim-Americans wishing to practice Shariah-compliant asset management.
Members of Chalice Financial Network will gain access to risk analysis opportunities from Riskalyze, compliance solutions from NRS and office locations courtesy of WeWork.
The RIA, founded and led by CEO Joe Duran, would be rolled into Goldman’s existing wealth management business in an effort to target more mass-affluent clients.