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.
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Highlights

Report: Small Gains Made in Advisor Diversity

Jan 14, 2021

Women and people of color are still grossly underrepresented in the advisory industry compared with the broader population, according to...

Wealthies Circle Podcast: How Thrivent Is Building a Community of Advisors

Jan 14, 2021

Thrivent's Luke Winskowski discusses the work the firm is doing to bring together advisors and provide them with...

Charles Schwab Ditches PAC, Citing Divided Political Climate

Jan 14, 2021

Remaining funds from the PAC will be donated to the Boys & Girls Club of America and historically Black colleges...

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Capital Group Plans Push Into ETF Market With BlackRock Hire

Jan 14, 2021

Holly Framsted, who previously served as head of U.S. product segments in BlackRock’s ETF and index investments group, will join Capital Group in March.

Citi Consolidates Wealth Management Business

Jan 14, 2021

Citi services for the ultra-high-net-worth and the high-net-worth are merging under one roof.

Wealth Enhancement Group Adds Connecticut-Based Reby Advisors

Jan 14, 2021

Wealth Enhancement Group's first deal of the year—to acquire Danbury, Conn.–based Reby Advisors—is a continuation of its strategy to build local scale in major metro areas.

Michael Kitces' #FASuccess Podcast: Forrest Baumhover on Building a Niche and Firm from Scratch

Jan 13, 2021

Lawrence Financial Planning's Forrest Baumhover details his transition from serving in the Navy to financial planning.

Mercer Acquires $850M Rowland Carmichael Advisors

Jan 13, 2021

Rowland Carmichael Advisors' appeal is a retirement plan business that Mercer will add to its $2 billion ERISA services.

DPL Receives $26M Investment From Eldridge, Atlas Merchant

Jan 13, 2021

The investment in David Lau's firm demonstrates confidence in the market for commission-free annuities in the RIA channel.

Aaron Wealth Advisors Brings in Former Citigroup Exec

Jan 13, 2021

Jennifer Barry joins former execs from J.P. Morgan, Northern Trust and Deutsche Bank at Gary Hirschberg's Chicago-based RIA.

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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.