Industry News
Industry News
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Here's what you my have missed this week in wealth management.
February 18 -
Nearing her first year anniversary at the firm, CEO Natalie Wolfsen said the company’s success wouldn’t be possible without the advisors who power it
February 17 -
Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.
February 17 -
And Sanctuary Wealth will work with its Texas partners on M&A advisory for RIAs.
February 17 -
How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.
February 17 -
The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.
February 16 -
Bloomberg data shows that 50 new ETFs have already launched in 2022, up from 38 at this point last year.
February 15 -
In the first full year with the rules, the regulator found multiple areas where firms are missing the mark.
February 14 -
The shareholder, Engine Capital, is seeking support for former LPL executive Andy Kalbaugh and two other nominees to the board of Blucora.
February 14 -
The Goldman Sachs Partner Family Office, led by Lisa Opoku, will offer Goldman executives and alums the same suite of wealth management services provided to clients.
February 14 -
The big game is hosted this year at SoFi Stadium in Los Angeles, but there are nine other NFL venues sponsored by financial services firms.
February 11 -
Here's what you my have missed this week in wealth management.
February 11 -
The former chief global strategist and head of emerging markets for Morgan Stanley Investment Management will soon take over as managing director and chairman of Rockefeller Capital’s international unit
February 11 -
The cuts continue a trend that started 20 years ago.
February 10 -
Most employees will return under a “hybrid flexible model” regardless of vaccination status
February 10 -
The wealth management industry continues its slow embrace of digital assets.
February 9 -
The effort with NAMI-NYC comes during a pandemic that has not slowed the frenetic pace of trading and deal-making, leading employees to complain about burnout.
February 9 -
Furman Alexander Ford, who once jumped his fence to avoid federal agents, will head back to trial in May for a separate criminal case involving Medicare fraud.
February 7 -
Net new assets soared in 2021, even though the firm's pandemic-related pause in hiring and training overhaul has trimmed its force of brokers.
February 7 -
The firm’s industry-leading headcount of financial advisors expanded by thousands last year, with more recruits coming in their wake.
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