Jonalyn Cueto

Jonalyn Cueto
Displaying 28 results
Real assets gain appeal amid inflation, rates
ALTERNATIVES MAY 02, 2025
Real assets gain appeal amid inflation, rates

Is commercial real estate making a comeback?

Morgan Stanley opens private equity access to individual investors
ALTERNATIVES MAY 01, 2025
Morgan Stanley opens private equity access to individual investors

MSIM's latest fund targets individual investors.

Investment performance takes a back seat to the human touch
RIA NEWS MAY 01, 2025
Investment performance takes a back seat to the human touch

Clients care less about returns than you might think.

Wealth team launches KRM Investment Counsel
RIA NEWS APR 30, 2025
Wealth team launches KRM Investment Counsel

A high-net-worth advisory group leaves Wintrust to embrace independence.

Modern Wealth marks two-year milestone with 16th acquisition
RIA NEWS APR 30, 2025
Modern Wealth marks two-year milestone with 16th acquisition

Independent firm joins expanding national advisory network.

Shift toward fee-based models accelerates among independent advisors
RIA NEWS APR 30, 2025
Shift toward fee-based models accelerates among independent advisors

New research reveals shifting strategies in financial guidance.

EP Wealth Advisors acquires NBS Financial Services
RIA NEWS APR 30, 2025
EP Wealth Advisors acquires NBS Financial Services

Westlake Village office strengthened by acquisition.

Record RIA M&A activity marks strong start to 2025
RIA NEWS APR 29, 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

Merit Financial Advisors expands digital reach with acquisition
RIA NEWS APR 29, 2025
Merit Financial Advisors expands digital reach with acquisition

Firm grows assets to $12.27 billion with latest deal.

SEC sanctions advisor for deceptive cherry-picking scheme
RIA NEWS JUL 29, 2024
SEC sanctions advisor for deceptive cherry-picking scheme

Advisor handed almost $1 million penalty as agency highlights a lack of policies and procedures.