LPL’s Chris Cassidy talks Atria deal, credit unions
"Credit unions are nonprofit institutions, so that creates a collaborative approach," Cassidy says.
Citizens lands $5B team from JPMorgan
The firm's addition of the California-based team of 12 extends its ambitious push into the ultra-high-net-worth space.
Captrust M&A head Benton reveals departure plans
The four-decade veteran behind the firm's inorganic growth strategy is departing to start his own business.
Advisors weighing real estate options as rates remain elevated
Demand for office space is down as employees that were coming in five days a week are now coming in only three or four days.
Merrill scores multibillion-dollar team from JPMorgan
The firm is bolstering its presence in Florida by adding a 12-person group managing $3.5 billion in assets.
Raymond James adds Indiana pair with $170M
The broker-dealer giant is expanding its independent advisor division with two advisors from PNC Investments.
UBS swipes another advisor duo from Goldman Sachs
The wirehouse is expanding its presence in New York City as it adds another high-net-worth pair to its bench.
Pioneering a fee-only future in wealth management – with Lynn Chen-Zhang of Zhang Financial
Discover how Lynn Chen-Zhang’s commitment to a fee-only model and a client-centric culture earned her a place on InvestmentNews’ Hot List of 2023.
Investors remain optimistic despite growing economic concerns: Morgan Stanley
But how will changing expectations of a soft landing impact portfolio management?
Schroders announces senior leadership appointments
Global firm's equities business has a new co-head for developed markets.
Gold retreats from near record despite Middle East tensions
Short-term speculators help push bullion above $2,400.
Bitcoin halving may disappoint this time
The historical rise post-halving may already be baked into the higher price.
What does succession look like for $6B Armani?
An IPO or merger could be on the cards as the billionaire designer turns 90.
Building your RIA tech stack: tips, strategies, and best practice
Find out what’s behind a successful RIA tech stack. Discover how strategic software choices can boost productivity and client retention.
RIAs considering more private credit in portfolios: Study
Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.
Employers falling short of workers’ benefits expectations
Two national surveys examining employer-provided plans point to gaps in retirement confidence and health benefits.
What’s a 401(k)? Two-fifths of Americans admit they don’t know
National poll reveals worrying knowledge gaps, demographic differences in financial habits, and popular money-saving strategies.
Two-thirds of peak boomers are facing a retirement cliff
With an unprecedented wave of Americans set to retire, an analysis points to a looming generational crisis.
Miracle Mile names new chief investment officer
The Los Angeles-based RIA’s latest hire will steer its investment research initiatives as the firm continues to court high-net-worth clients.
