See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Cynthia Hewitt shares her story of struggling as one of the only female advisors in the industry in the 1970s, and what prompted her to return after two years in retirement.
In the latest salvo, Blucora criticized Ancora's slate of board nominees, saying the firm deserves directors built on 'merit, experience and talent,' not 'prior business relationships.'
The pandemic has condensed many potential sellers’ timetables for exiting the business and will most likely create new avenues for hungry buyers to grow through acquisition.
Boston Private hits reply to HoldCo Asset Management's claim that a proposed deal “grossly” undervalues the firm to pursue "pie-in-the-sky" wealth management.