Report reveals texting and messaging apps common at RIAs and broker-dealers.
The move combines wealth management and investment advisory under one name.
Natixis Investment Managers’ portfolio managers, strategists and executives share their outlook.
The firm has also hired a new CIO as it scales up its operations.
$1T asset manager has also promoted Americas real estate head to a global role.
People moves are gathering pace as the new year gets underway.
It's the firm's first announced deal of 2024 following 12 last year.
Founders say the Avise Financial platform puts ownership back in the hands of advisors.
The deal enhances the RIA's presence in Ohio and Northern Virginia.
Costs surged in 2023 and are set to do the same in 2024, says new report.
