The deal for RBA would add a $20 billion macro shop and fresh model portfolio firepower to the active manager, which itself is the object of a take-private acquisition.
The lawsuit, which also names CEO Jamie Dimon, claims the bank abruptly and unjustly closed long-standing Trump accounts after Jan. 6.
The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.
Research from F2 Strategy shows advisors sharply divided in how they deploy tech for alternatives, AI, custody
Also, Allworth expands with a $500 million-plus team in Texas, while two former colleagues find independence at Carson Group.
The Overland Park-based RIA is elevating Scott Duba and Will McGough while leaning on recent hires and deals to scale its wealth, retirement, and tax businesses.
Merit Financial founder and Chief Executive Rick Kent lifts the lid on his firm's milestone year, including organic growth in the double digits and back-to-back wins at the InvestmentNews Awards.
Enforcement staff are calling for sanctions over failures to supervise thousands of trades leading to $2.9 million in costs and $1.2 million in realized losses.
White House moves to curb institutional purchases of single-family rentals, with enforcement details still to be set by regulators.
The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity across the profession.
