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Cetera Taps Fidelity Personal Trust President to Lead Corporate Strategy

Jun 06, 2024

Scott Baker replaces George Karris, who is retiring, and will be responsible for creating growth opportunities for Cetera.

Despite a Court Tossing Out Private Fund Rules, Advisors May Still Follow its Guidance

Jun 06, 2024

The Fifth Circuit Court of Appeals struck down the SEC’s Private Fund Adviser Rules this week, but clients still need transparency.

Raymond James Poaches Merrill, Morgan Stanley Advisors for First Employee Advisor Office in Alaska

Jun 05, 2024

Keith Green and Jon Coon collectively manage nearly $600 million in client assets. The duo will be joining Raymond James’ employee advisor channel.

Cohen & Steers Appoints New Head of Wealth Channel Distribution

Jun 05, 2024

Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.

Kestra Private Wealth Services Snags $500M Merrill Lynch Team

Jun 05, 2024

A team of five advisors in Zanesville, Ohio, have launched Attain Wealth Partners under Kestra's Private Wealth Services division.

Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

Jun 05, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will work with the firm to "personalize" investment portfolios.

Digital Assets Custodian Prometheum Makes a Bigger Push into RIA Space

Jun 04, 2024

With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

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News

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.

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.