News

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.

Highlights

Family Office Resource Group Launches To Help RIAs With UHNW Clients

Oct 08, 2024

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

Santander Reorganizes Leadership Roles at Wealth Management Unit

Oct 07, 2024

Santander will combine its alternative investments and investment platforms units, which will be integrated into...

MAI Capital Management Acquires $1.2B Fee-Only RIA

Oct 07, 2024

The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th...

Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy.

Leave this field blank

Celebrity Estates: Shannen Doherty and the Importance of Timely Planning

Oct 07, 2024

The day before she died, Shannen Doherty finalized her divorce, ensuring her assets would be passed to her chosen beneficiaries.

Advisor Campaign Donors Tilt Toward Trump

Oct 04, 2024

Kamala Harris' presidential campaign received more money from financial advisors than Donald Trump's, even though the Republican candidate received a greater number of individual donations.

Perigon Wealth Adds Execs With Eye to M&A

Oct 04, 2024

The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of Constellation Partners’ minority stake in Perigon.

WealthStack Roundup: Cheryl Nash Returns To Role Leading Investcloud's APL

Oct 04, 2024

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C broadens its Accord rollout.

Highlights of the 10th Annual Wealth Management Industry Awards

Oct 04, 2024

Celebrating excellence in financial advisory, the 10th annual Wealth Management Industry Awards honored 84 companies and a...

LPL President and CEO Dan Arnold at the virtual LPL Focus conference.

Fired LPL Chief Championed Firm Culture He Later Violated

Oct 03, 2024

The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his...

LPL Snags $2B Team from Raymond James

Oct 03, 2024

The move allows Founder Tom Noble to retire and hand over the reins to the next generation.

Load More
1
2
3
4
5
6
7
8
9
…
next
last

News

Wealth Management industry news covering the financial markets, trends and wealth professionals. Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.