mall exterior
Depressed Values and Heavy Debt Lead to Malls Trading Hands
Jan 31, 2022
Malls are in demand again, but different investors buy them for different reasons.
UBS
UBS Gets a Dose of Digital Disruption in CEO’s First Major Move
Jan 31, 2022
In buying Wealthfront, UBS is expanding its clientele to a broader base.
accardi-financial-group.jpg
Family Advisory Team From Massachusetts Joins LPL From Cetera
Jan 31, 2022
In recent weeks, LPL also has welcomed new independent practices from advisors departing Wells Fargo, Commonwealth and Morgan Stanley.
Jeff Martinovich
Confessions of a Barred Broker
Jan 31, 2022
‘I was naive. I wish I had been more educated on the peril I was facing.’
CFP Board office.
CFP Board Reports Increase in Diversity of CFP Professionals in 2021
Jan 28, 2022
The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.
Google co-founder Sergey Brin
Sergey Brin’s Family Office Names Marie Young as Investment Head
Jan 28, 2022
Brin, 48, has a net worth of $111.1 billion, according to the Bloomberg Billionaires Index, primarily thanks to his 6% stake in Alphabet Inc. worth about $97 billion.
RIA Edge Podcast with Mark Bruno
RIA Edge Podcast: Arnerich Massena’s Reegan Rae on the Secrets of Successful Organic Growth
Jan 28, 2022
Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
bitcoin-markets-trading-graphs.jpg
Crypto-Focused Eaglebrook Advisors Lands $20M in Funding
Jan 28, 2022
Eaglebrook Advisors said its platform already has hundreds of advisors using it to manage more than $100 million in assets.
digital dollar
New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding
Jan 27, 2022
Bolstered by VC funding, Compound mixes human advice with a technology approach.
Load More