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The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.
November 9 -
The policy change is meant to give others in the industry insight into what drives its ethics and compliance decisions.
November 9 -
One-fourth of advisors say asset manager websites do not meet basic foundational needs.
November 6 -
Starting next year, clients buying or selling certain qualifying vehicles can immediately slash $7,500 off the cost of a new automobile or $4,000 off a used one.
November 6 -
The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.
November 1 -
Called Knowledge Hub+, the new learning platform curates insights from more than 30 academics, industry innovators, financial planning experts and practice management leaders.
November 1 -
Only one state — Minnesota — has so far adopted the new policy.
October 31 -
The RIA consolidator hit the milestone with the addition of an Indianapolis wealth manager.
October 31 -
One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.
October 31 -
According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.
October 30
