Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.
Open, honest and candid discussion about the DOL rule, Pontera's new retirement plan leadership, the resurgence of senior workers and more.
The addition of Gil Addeo is key to expanding Axos' services to independent broker/dealers and RIAs, the company says.
Envestnet has received interest from private equity firms, including Bain Capital, according to a press report. Shares ended the day up 9% on the news.
Merrill Wealth Management added around 7,300 net new clients during the first quarter, which was in line with the previous two quarters but down year-over-year.
Morgan Stanley's wealth unit generated $6.88 billion in revenue in the first quarter.
Rob Pettman, an LPL veteran of 19 years, has joined the technology incubator.
Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.
Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?