$785 million Denver-based Shine Wealth Partners will rebrand as Captrust
The biggest brands in the industry endorsed a call to action to dedicate 25 hours a year to pro bono service
The move will leave a nationwide network of more than 400 combined office locations
Canadian consolidator has made 12 deals since February, and three in less than two weeks
Divided government is what the financial markets want most
The private equity investor views RIAs as 'growth stocks'
Eleven RIA deals since February are just the start of a cross-border strategy for the Toronto-based firm
Ingrained perceptions and stereotypes about women and investing are only exacerbated by the realities of COVID-19
The $59 billion aggregator adds to the major footprint it's building south of its border with the purchase of Doyle Wealth Management
CI Financial has acquired 10 U.S. registered investment advisers since February, and plans to buy more
