In its first acquisition of the year, Captrust adds a $5.8 billion firm with wealth, retirement planning, and endowment and foundation businesses.
Law firm Eversheds Sutherland attributed the drop in fines to a massive penalty against Robinhood in 2021 and said they expected many Reg BI–related cases in the coming years.
In honor of International Women’s Day and Women’s History Month, WealthManagement.com recognizes eight women who broke the glass ceiling in the male-dominated field of finance.
Open, honest and candid discussions about the latest news in the RPA industry.`
The privately owned independent broker/dealer sold a 'meaningful amount' of equity in the firm to affiliated advisors at the end of January.
Alvarium Tiedemann's Michael Tiedemann discusses the strategy and vision behind his SPAC deal.
Economic concerns or not, holistic financial planning isn’t possible without having a full picture of the members of your client base and the presence of diverse advisors who reflect them.
Everest Consolidator Acquisition Corp., a SPAC focused on the wealth management industry, has another three months to get a deal done.
