Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
In an interview with WealthManagement.com, the SEC commissioner offered her perspective on how the markets handled the COVID-19 pandemic's volatility, as well as her thoughts on the newly implemented Regulation Best Interest.
CAPTRUST boosted its already large retirement plan business with the addition of RIA Plante Moran Financial Advisors' retirement practice, a team boasting $6.27 billion in assets under advisement.