News

The Related Cos. founder is following the money flowing south by bringing his influence to everything from real estate to schools and health care.

And accelerating record keeper and advisor consolidation.

Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio System.

The money is flowing to the managers offering lower fees.

Rumors swirled for months that the TAMP and technology provider was up for sale.

Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker.

Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.

The bank has repositioned itself to serve ultra-wealthy international clients after closing more than 200 branch locations in the U.S.

Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.