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The deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.
December 11 -
Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.
December 7 -
AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.
December 5 -
A new report finds that contract clauses forcing investors' cases into private forums too often stack the deck in favor of firms.
December 5 -
Christopher Turean admitted to moving money out of a customer's account to place bets on DraftKings and FanDuel.
December 4 -
A lawyer representing hedge fund manager George Jarkesy argues the dispute could be solved simply by letting defendants choose to take their cases to regular courts.
November 29 -
Mammini Company moves business specializing in working with unions and corporate retirement plans away from Lincoln Investment.
November 28 -
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.
November 27 -
From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.
November 22 -
Pondering her firm's future on walks during the pandemic, the founder of an independent RIA decided she needed a bigger partner.
November 17