See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Open, honest and candid discussion on a potential federal auto-IRA program, cybersecurity risks, a possible pension comeback, the hunt for nextgen advisors and why DC fees have declined.
The Investment Adviser Association is worried the potential rules would duplicate protections that already exist, according to the organization’s general counsel.
The independent broker/dealer’s acquisition of Atria’s $100 billion in assets, 2,400 advisors and 150 banks and credit unions is slated to close in the second half of 2024.
