News

The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th since 2018.

Kamala Harris' presidential campaign received more money from financial advisors than Donald Trump's, even though the Republican candidate received a greater number of individual donations.

The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of Constellation Partners’ minority stake in Perigon.

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C broadens its Accord rollout.

The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his mission was about “taking care of you, so you can take care of your clients,” is proving a shock.

The move allows Founder Tom Noble to retire and hand over the reins to the next generation.