The ex-registered broker facilitated a series of transactions, including nine trades totaling nearly $130,000 and eight withdrawals amounting to $85,000, for a fourteen-month period after the client's death.
The wealth tech giant is offering advisors a natural, intuitive way to use AI through its new business intelligence and insights engine features.
The transaction will see ownership of Wealthcare switch from NewSpring Holdings roughly 12 years after the private equity company made its investment.
Also, New York-based Withum Wealth Management has named a 45-year veteran professional to fill a C-suite role.
The latest jobs print showed hiring and unemployment holding steady, though downward revisions from March and April numbers offer cause for concerns.
Active ETFs, international funds, and long-duration bonds emerged among top beneficiaries of May asset flows.
The investment giant's newest exchange-traded fund offers low-cost exposure to a diversifying liquid alternative strategy.
The private capital provider looks to make good on its promise as a lifecycle partner to advisors as it hires the former M&A head at Hightower Advisors.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
Also in the West Coast, San Francisco-headquartered Parallel Advisors has bolstered its leadership with two executive hires.
