The SEC has 79 advisory committee members, but only three of them are black and one is Latino, according to a review by the House Financial Services Committee.
BDO USA adds Biegel Waller Investment Advisory Services to its wealth management business.
She'll be the fifth female executive to join in the past two years and will serve as chief talent and business solutions officer.
Chicago-based Cerity Partners has merged with New York-based RIA EMM Wealth.
Investment costs might not seem like a big deal, but they add up and compound over time along with investment returns.
About a quarter of people with a U.S. bank account have used Plaid to connect to the roughly 11,000 financial institutions it works with.
Rick Suarez will serve as CEO of Clarfeld, a $3.9 billion RIA acquired by Citizens Bank last year.
St. Germain Investment Management acquired Gage-Wiley & Co. and its affiliate New England Capital.
