Industry

The aim is to generate social benefits and investment returns

CI has gobbled up more than 30 smaller rivals since entering the U.S. market two years ago.

The highest consumer prices in 40 years have prompted advisors to seek out safe harbors for their clients.

The firm has named 24-year veteran Ryan Hicke to succeed founder Alfred West.

The regulator plans to focus on Reg BI, ESG criteria, private funds, cybersecurity and crypto assets in 2022, according to its closely watched report.

Here's what happened over the last week in wealth management.

Morgan Stanley came into possession of Water Oak when it bought Eaton Vance a year ago.

This deal continues Hightower’s trend of buying existing RIAs rather than trying to lasso breakaway brokers.

Jamie Dimon just received almost $56 million of JPMorgan Chase’s stock, before taxes, from an incentive program the bank valued at less than half that much just three years ago.

Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.