AssetMark has been delisted from the public markets and appointed Lou Maiuri, former president of State Street Bank, as chairman and group CEO of AssetMark Financial Holdings.
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.
The acquisition of Archer will help BNY handle the infrastructure and distribution of managed accounts to financial advisors and their clients.
As wealth grows, family offices are catching up with hedge funds in size.
Focus initially pulled the deal last month amid the global market tumult that curbed debt issuance. The relaunched transaction essentially has the same terms.
The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.
Once only a direct-to-consumer play, Boldin is working with independent RIAs and enterprise customers.
The Bedminster-based firm with about 240 advisors was introduced to LPL during the acquisition of Atria Wealth Solutions earlier this year.
His three children control what becomes of his remaining fortune.
