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Fund News Advisors Can Use: Index Provider Alerian Buys ETF Trends, ETF Database
Aug 06, 2021
In this week’s fund news, Alerian buys ETF Trends and ETF Database; fund companies are giving VC firms a run for their money; and crypto asset manager Grayscale hires a new head of ETFs.
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Altruist Hires First CFO, Head of Investments
Aug 06, 2021
With a $50 million Series B in the rearview mirror, Altruist hired Grace Mellis as its first chief financial officer and Adam Grealish as its first head of investments.
LPL Managing Director of Business Solutions Matt Enyedi
LPL Introduces Client Engagement, Bookkeeping Services for Advisors
Aug 05, 2021
LPL has added bookkeeping as well as a social media tool to its menu of subscription-based business outsourcing services.
Jeff Dekko
Wealth Enhancement Group's Latest Acquisition Pushes AUM to $39B
Aug 05, 2021
Serafini Financial Network, an 11-person team with four advisors and $853 million in assets, is WEG's ninth acquisition this year.
Miami skyline
Multifamily Office Hires in N.Y., Miami to Lure Rich Brazilians
Aug 05, 2021
Legend Wealth Management added two executives from JPMorgan Chase, with plans to boost staff from 40 to 50 by the end of the year.
Focus Financial CEO Rudy Adolf
Focus Financial Posts 28% Organic Growth Amid Backlog of Industry Deals
Aug 05, 2021
Focus CEO Rudy Adolf said the RIA industry overall should be doing 200 to 400 more deals a year.
Wells Fargo
Wells Fargo, BlackRock Push Back Return-to-Office Dates on Rising Cases
Aug 05, 2021
Wells Fargo, with almost 260,000 employees, will now begin bringing back staffers who had been working remotely starting Oct. 4, while BlackRock also delayed its September deadline.
Mindy diamond podcast
Mindy Diamond on Independence: Turning a 'Paper Tablecloth Vision' Into Reality
Aug 05, 2021
Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.
securities america
Securities America Snaps Up Two New Advisors
Aug 05, 2021
The additions of advisors Bob Batick and Todd Coates support Securities America’s branch-based growth plan.
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