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A potential regulation called the "retirement security rule" is already facing pushback. Here are the first reactions across the industry in favor and against it.
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The RIA consolidator hit the milestone with the addition of an Indianapolis wealth manager.
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DFD Partners has attracted thousands of advisory practices to its software seeking to remove barriers to access for emerging asset managers.
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Domarina Oshana, PhD, is a social scientist and research development professional. She is the director of research and operations for The American College Cary M. Maguire Center for Ethics in Financial Services.
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Victor Kuznetsov is a Founder of Imperial Fund, with over 15 years of financial and investment management experience. Mr. Kuznetsov is responsible for the management of all fund activities, including operations, capital markets, and investor relations. Previously, Mr. Kuznetsov spearheaded investment efforts at a private equity firm focused on the commodities sector. Over the course of 8 years at the firm, he managed corporate assets and financial and real estate investments.
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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.
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The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.
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Etay Maor is senior director of security strategy for
Cato Networks . Previously, he was chief security officer for IntSights and held senior security positions at IBM and RSA Security's Cyber Threats Research Labs. An adjunct professor at Boston College, he holds a BA in computer science and a MA in counter-terrorism and cyber terrorism from Reichman University (IDC Herzliya), Tel Aviv. Contact him atEtay.Maor@catonetworks.com .October 30 -
From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.
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Jessica Ruggles is the corporate vice president of financial wellness at life insurance company New York Life.
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