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The head of Ark Investment Management will assist fintech platform Tifin as the company’s subsidiary Magnifi introduces commission-free brokerage services.
July 13 -
Michele Dillon, a 30-year veteran of wealth management, started in April
July 12 -
Bradley Bruce, a 30-year veteran, brings the 8th Texas group the firm has added.
July 2 -
The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.
June 28 -
Here's what you missed in wealth management.
June 26 -
The multigenerational practice decided it was time to make the move.
June 21 -
Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.
June 18 -
The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.
June 16 -
Here's what you missed this week in the world of financial advice, including people moves, deals, enforcement, and research.
June 11 -
The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.
June 11