Bill Threatening Independent Contractor Status Moves to the Senate Feb 10, 2020 If the Protecting the Right to Organize Act passes the Senate, tens of thousands of advisors would no longer be classified as independent contractors. Two Women of Color Combine Firms to Launch an Inclusive Practice Feb 10, 2020 Financial planners Rianka Dorsainvil and Lazetta Braxton have merged their practices to create a virtual firm that moves away from 'assimilation and lip service.' Frontier Acquires $180 Million AUM RIA in Colorado Feb 10, 2020 Frontier Wealth Management has acquired Highwater Wealth Management, a Colorado RIA with $180 million in AUM. Investors Vote for Conservative Portfolios Ahead of November Elections Feb 07, 2020 Investors turning to more conservative portfolios ahead of what's expected to be a volatile year, both in the markets and in politics. Betterment and Its CCO Part Ways Feb 07, 2020 Betterment assigned its legal officer to the vacated compliance role. Creative Planning Takes Minority Investment From Private Equity Firm Feb 07, 2020 "The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake." Fi360 Adds Reg BI Training Module Feb 06, 2020 With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training. Load More first previous … 628 629 630 631 632 633 634 635 636 … next last Load More
Two Women of Color Combine Firms to Launch an Inclusive Practice Feb 10, 2020 Financial planners Rianka Dorsainvil and Lazetta Braxton have merged their practices to create a virtual firm that moves away from 'assimilation and lip service.' Frontier Acquires $180 Million AUM RIA in Colorado Feb 10, 2020 Frontier Wealth Management has acquired Highwater Wealth Management, a Colorado RIA with $180 million in AUM. Investors Vote for Conservative Portfolios Ahead of November Elections Feb 07, 2020 Investors turning to more conservative portfolios ahead of what's expected to be a volatile year, both in the markets and in politics. Betterment and Its CCO Part Ways Feb 07, 2020 Betterment assigned its legal officer to the vacated compliance role. Creative Planning Takes Minority Investment From Private Equity Firm Feb 07, 2020 "The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake." Fi360 Adds Reg BI Training Module Feb 06, 2020 With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training. Load More first previous … 628 629 630 631 632 633 634 635 636 … next last Load More
Frontier Acquires $180 Million AUM RIA in Colorado Feb 10, 2020 Frontier Wealth Management has acquired Highwater Wealth Management, a Colorado RIA with $180 million in AUM. Investors Vote for Conservative Portfolios Ahead of November Elections Feb 07, 2020 Investors turning to more conservative portfolios ahead of what's expected to be a volatile year, both in the markets and in politics. Betterment and Its CCO Part Ways Feb 07, 2020 Betterment assigned its legal officer to the vacated compliance role. Creative Planning Takes Minority Investment From Private Equity Firm Feb 07, 2020 "The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake." Fi360 Adds Reg BI Training Module Feb 06, 2020 With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training. Load More first previous … 628 629 630 631 632 633 634 635 636 … next last Load More
Investors Vote for Conservative Portfolios Ahead of November Elections Feb 07, 2020 Investors turning to more conservative portfolios ahead of what's expected to be a volatile year, both in the markets and in politics. Betterment and Its CCO Part Ways Feb 07, 2020 Betterment assigned its legal officer to the vacated compliance role. Creative Planning Takes Minority Investment From Private Equity Firm Feb 07, 2020 "The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake." Fi360 Adds Reg BI Training Module Feb 06, 2020 With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training. Load More first previous … 628 629 630 631 632 633 634 635 636 … next last Load More
Betterment and Its CCO Part Ways Feb 07, 2020 Betterment assigned its legal officer to the vacated compliance role. Creative Planning Takes Minority Investment From Private Equity Firm Feb 07, 2020 "The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake." Fi360 Adds Reg BI Training Module Feb 06, 2020 With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training. Load More first previous … 628 629 630 631 632 633 634 635 636 … next last Load More
Creative Planning Takes Minority Investment From Private Equity Firm Feb 07, 2020 "The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake." Fi360 Adds Reg BI Training Module Feb 06, 2020 With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training. Load More first previous … 628 629 630 631 632 633 634 635 636 … next last Load More
Fi360 Adds Reg BI Training Module Feb 06, 2020 With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training. Load More first previous … 628 629 630 631 632 633 634 635 636 … next last Load More
