Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth

Sep 23, 2022

JPMorgan plays to hire about 1,300 advisors in its wealth management division in the next three years.

RIA Edge Podcast: Lisa Salvi on the Secrets of Top-Performing RIAs

Sep 23, 2022

Schwab Advisor Services' Lisa Salvi offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms.

DeVoe Summit Deal-Makers Offer Advice to Would-Be Sellers

Sep 23, 2022

Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth.

WealthStack Roundup: News From Elements, Skience, Fidelity, Docupace, Pontera and Northern Trust

Sep 23, 2022

From personnel updates—Pontera gets a CMO—to a one-page plan from startup Elements, it was a busy week in advisor tech.

September 2022 Riskalyze Fintech Five

Sep 23, 2022

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Hercules CEO, CNBC Pundit 'In Hiding' Amid Securities Fraud Charges

Sep 22, 2022

James Arthur McDonald Jr. appears to be on the lam as he faces as much as 20 years in prison for allegedly defrauding investors, according to the Justice Department. The SEC also filed a complaint against the California-based advisor and frequent...

Mindy Diamond on Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

Sep 22, 2022

A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.