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.
Gina Haspel will oversee King & Spalding’s risk-advisory service, working with major banks and other institutional firms to help clients assess risks to family wealth.
CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and it will expand the firm's footprint in the ultra-high-net-worth market.
Michael Townsend, Schwab’s managing director of legislative and regulatory affairs, also discussed SEC exam priorities, and the latest developments in D.C. for the estate and capital gains tax rates during a presentation at Schwab’s IMPACT...
Everest Consolidator Acquisition, a new SPAC targeting the RIA and wealth management industry, seeks to raise $150 million through its initial public offering filed with the regulators this week.