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The Swiss lender is looking to boost shareholder returns
March 30
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The provider of an all-in-one software package will now offer advisors outsourced investment management.
March 22
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The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets.
March 21
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The brokerage sustained a net loss of hundreds of brokers last year after a pause in hiring during the coronavirus, according to its annual report.
March 14
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From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.
March 1
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Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.
February 22
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With a focus on growth and improving advisor satisfaction, Blucora’s wealth management arm saw Q4 improvements
February 18
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Nearing her first year anniversary at the firm, CEO Natalie Wolfsen said the company’s success wouldn’t be possible without the advisors who power it
February 17
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Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.
February 17
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The shareholder, Engine Capital, is seeking support for former LPL executive Andy Kalbaugh and two other nominees to the board of Blucora.
February 14
