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The bank is taking a cue from FANGs and using data to personalize clients’ experience.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Patrick Garrett is a managing director at Riveron, where he is responsible for client services in the areas of accounting advisory and finance operations.

Zac McGinnis is managing director at Riveron, where he leads the firm’s national capital markets practice.

Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.

The fintech raised $323 million and is expanding trading of cryptocurrency.

Profitability is improving and all divisions, except the firm’s biggest — wealth management — surprised the market on the upside.

After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again.