The RIA has acquired Austin, -based Murray & Co. and Hartford, Conn.-based Pinnacle Investment Management, bringing its total client assets to $11.6 billion.
Thirty-one companies have added blockchain to their name, Ameriprise debuts new ads and a record number of women received CFP designations in 2017.
In its annual priorities letter, the regulator flags some new areas of focus for 2018, including cryptocurrencies, securities-backed lines of credit and business continuity.
Mark Mobius announces he’s retiring, Regions Bank is holding Financial Fitness Fridays and Milwaukee team joins Strategic Wealth Partners.
Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the previous month.
Regulators warn about cryptocurrencies, wealthy families struggle with family and Qualified Plan Advisors acquires the retirement practice of Ascende Wealth Advisers.
Wells Fargo, UBS and Morgan Stanley also bar advisors to purchase bitcoin or derivative products on behalf of clients.
Sheltered Harbor relies on a “buddy system,” in which companies pair off, promising to step in for their partner with a backup set of account information if hackers succeed in erasing or locking up files.