Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.
Eric Richins had made plans to exclude his wife from inheriting his assets.
Established in 2007, a private equity capital investment by Corsair Capital recently kicked off a new phase of growth for the firm.
While his Modern Portfolio Theory forced a fundamental change in the assumptions of investing, its central insight remains theoretical.
Samantha Trebesch, who will continue in her role as head of sustainable investing, replaces Renee Baker, who stepped down this month to take a 'voluntary career sabbatical.'
Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.
John Froley has departed First Republic after 15 years to join the invite-only segment of NewEdge Capital Group.
Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.
