WealthManagement Edge

Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy.

Leave this field blank

WealthStack Roundup: FP Alpha Releases P&C Snapshot, Which Summarizes Client Insurance Coverage

Sep 08, 2023

Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.

Wealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth Management

Sep 07, 2023

A discussion about mergers and acquisitions and how effective technology and workflow management will drive a new wave of growth in the advice industry.

Advisor Moves: Avantax Adds Burbank Octet with $230M in Assets

Sep 07, 2023

Advisors are on the move this week, as no fewer than three teams announced they're switching platforms

Focused on the Future: Lazetta Braxton Offers Advice on Making an Impact by Doing the Work

Sep 06, 2023

Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.

Modern Wealth Management Announces 4th Acquisition in 5-Month History

Sep 06, 2023

Modern Wealth has completed its 4th acquisition since establishing anchor offices just weeks after a PE-backed April launch

RIA Edge Podcast: DFA’s Catherine Williams on 2023 RIA M&A Gamechangers

Sep 05, 2023

Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.

$4.5B Bank of America Private Bank Team Joins Fidelis Capital

Sep 05, 2023

The five-person team brings 70+ years of experience serving wealthy clients, family offices and institutions to the year-old Fidelis.

Load More
first
previous
…
111
112
113
114
115
116
117
118
119
…
next
last