These are the mergers, acquisitions and firm-to-firm moves that occurred the week of February 14, 2021.
The wealth management deals for the week of February 8, 2021.
Fund returns are soaring on hopes of cannabis legalization on both the state and federal levels.
While active ETFs still make up only 3.5% of the $5.7 trillion industry, they’ve been steadily growing -- with inflows reaching a record of over $55 billion in 2020.
Advisors who accepted Merrill Lynch’s succession agreement are now realizing how stuck they really are—serving as a cautionary tale for others nearing retirement.
Here are the breakaways, mergers and acquisitions, and appointments announced the week of Jan. 25, 2021.
UBS finished off the year strongly, with fourth-quarter net income of $1.7 billion that beat analyst estimates.
Commonwealth’s new Business Consulting Services will provide dedicated transition support for advisors leaving the wirehouses to go independent.
Some experts predict family offices’ risk tolerance will likely increase this year.