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Marketing
Commonwealth Gets a Brand MakeoverCommonwealth Gets a Brand Makeover

Commonwealth shows off its new logo and new website design.

byAsia Martin, Reporter
Sep 21, 2020
|
1 Min Read
Envestnet Tamarac
WealthTech
Envestnet Adds White-Label Cash Management Accounts to TamaracEnvestnet Adds White-Label Cash Management Accounts to Tamarac
byAsia Martin
Sep 18, 2020
1 Min Read
Dynasty-Financial-Partners-sign.jpg
Industry News & Trends
Dynasty Recruits $400M Wisconsin Team From Northwestern MutualDynasty Recruits $400M Wisconsin Team From Northwestern Mutual
byErick Bergquist
Sep 18, 2020
1 Min Read
CI Financial
M&A
CI Financial Completes Balasa Dinverno Foltz AcquisitionCI Financial Completes Balasa Dinverno Foltz Acquisition
byAsia Martin
Sep 18, 2020
1 Min Read
Citi sign
RIA
Citi Names New Head of Wealth ManagementCiti Names New Head of Wealth Management
bySamuel Steinberger
Sep 17, 2020
1 Min Read
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WealthTech
YCharts Unlocks SMA DataYCharts Unlocks SMA Data
bySamuel Steinberger
Sep 17, 2020
1 Min Read

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LPL Financial Attracts California Firm With $1 Billion in Assets
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Bank of America CEO Brian Moynihan Predicts a 'Strong' Q3 for Merrill Lynch and Bank of America Private Bank
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RIA
Concurrent Adds 8 Teams, Boosting AUM by $900 Million
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Sep 16, 2020
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Tegra118, Wealth Access Partner in Bid to Show All Client Data on One Screen
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Sep 15, 2020
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bySamuel Steinberger, Senior Technology Editor
UBS
M&A
A Credit Suisse, UBS Merger Would Create Global Banking Powerhouse
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1 Min Read
byErick Bergquist
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Investment
Pathstone Acquires $1.4B AUM Price Wealth
Pathstone Acquires $1.4B AUM Price Wealth
Sep 14, 2020
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1 Min Read
byAsia Martin, Reporter
puzzle
RIA
Nearly $13B Changed Hands in RIA M&A in August
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Sep 14, 2020
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RIA
Docupace Appoints New CMO
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WealthTech
SEI Wealth Platform Adds Integration With RIA in a Box
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WealthTech
M1 Finance Doubles Assets in Six Months
M1 Finance Doubles Assets in Six Months
Sep 10, 2020
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bySamuel Steinberger, Senior Technology Editor
LPL Financial
Investment
New Jersey Team Aligns With LPL Strategic Wealth Services
New Jersey Team Aligns With LPL Strategic Wealth Services
Sep 10, 2020
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byPatrick Donachie, Senior Reporter
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Retirement
CAPTRUST Adds Plante Moran's Retirement Plan Practice Team
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Sep 10, 2020
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byErick Bergquist
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RIA
Cetera Lands $100M Falkner Financial Advisors
Cetera Lands $100M Falkner Financial Advisors
Sep 9, 2020
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Industry News & Trends
Tennessee Advisory Firm With $383 Million AUM Joins Baird
Tennessee Advisory Firm With $383 Million AUM Joins Baird
Sep 9, 2020
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1 Min Read
byPatrick Donachie, Senior Reporter
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Real Estate
Girls Who Invest Names Katherine Jollon Colsher New CEO
Girls Who Invest Names Katherine Jollon Colsher New CEO
Sep 8, 2020
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2 Min Read
byPatrick Donachie, Senior Reporter
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Industry News & Trends
LPL Attracts Virginia Beach Advisor With $150 Million in Assets
LPL Attracts Virginia Beach Advisor With $150 Million in Assets
Sep 8, 2020
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Wells Fargo
Regulation & Compliance
Well Fargo Pays $2M FINRA Fine Over Variable Annuity Switches
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Sep 4, 2020
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Marketing
Orion Adds Marketing, Investment Capabilities to TAMP
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Sep 4, 2020
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Wealth Enhancement Group
RIA
Wealth Enhancement Group Acquires $440M New York RIA
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WealthTech
Clara Shih Stepping Down as Hearsay Systems CEO
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Creative Planning Wealth Management President Peter Mallouk
RIA
Creative Planning Adds Atlanta RIA TrueWealth With $1.6 Billion in AUM
Creative Planning Adds Atlanta RIA TrueWealth With $1.6 Billion in AUM
Sep 2, 2020
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SEC Charges Conn. Advisor With Defrauding Retiree Client
SEC Charges Conn. Advisor With Defrauding Retiree Client
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Raymond James had 3212 advisors last year up by only 19 from 2011
RIA
Raymond James Attracts $1.2 Billion Advisory Team
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High Net Worth
How Dwyane Wade’s Advisor Helped Him Reach His Goals
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WealthTech
FinApps Case Against Envestnet | Yodlee Will Continue
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Aug 28, 2020
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