The half-dozen companies in the 10-week Founders Arena WealthTech Accelerator cohort will have a chance to meet with industry leaders, network and attend sessions at this week's WealthTech Combine 2023 in Arlington, Texas.
Mark Bruno and Megan Carpenter dive into topics like how to pitch a speaker to a conference organizer, where events budgets are headed and why weekend events are a thing.
Also, Morgan Stanley launches a charitable giving program, Vyzer raises $6.3 million in seed funding and Modern Life Adds John Hancock strategies.
Snowden Lane adds UBS duo with $200M in assets, PCIA moves into Memphis, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.
Nitrogen’s annual Fearless Investing Conference was a clarion call to advisors navigating waves of change, with a curated agenda laser-focused on growth through adaptation, agility and optimism.
Three wealth management veterans debate innovation, M&A, and the—real—advantages of artificial at Nitrogen's annual conference.
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the...
Genstar, which first took a majority stake in Cetera in 2018, remains the majority shareholder in the broker/dealer network.
The founder of Palantir, Addepar and Opto Investments discusses working with the government, his new alts investment platform and the complexities of RIAs.
A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.
