Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.

But Osaic acquired a Buffalo-based independent wealth manager with $180 million in managed client assets.

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

Jacques Chappuis will take over Prudential Financial's asset management business at a time when asset management has become a key differentiator for US life insurers. 

According to the commission, Invesco overstated how much of its AUM was ESG-integrated because that percentage included all ETFs.

In other news, AdviceTech.Live is next week, DriveWealth expands to Europe, Pontera integrates with Envestnet BillFin and UBS tokenizes.

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.