Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
Choreo is expanding its pre-IPO wealth management strategy to target employees of OpenAI and Anthropic ahead of their IPOs
Potomac Financial Group's move from Raymond James marks Concurrent's first foothold in Maryland as IBD breakaways accelerate.
A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
Edward Karan says Aspire Wealth can deliver family office services at a fraction of typical client minimums at private banks.
The Minneapolis-based hybrid RIA opens its first office outside the Midwest as advisor Jennifer McDonald departs Morgan Stanley.
"There's a commitment contractually for not only the brand, but the service model of Commonwealth. It's more than a verbal commitment,” Alex Bartholomew says of LPL's plans for Commonwealth as his $6 billion firm shifts to a hybrid RIA model.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
