Jon Goldstein, the founder and CEO of Goldstein & Associates, said the firm was joining Arbor Point Advisors to broaden opportunities for clients, including expanding the breadth of the firm's tech options.
Envestnet President Bill Crager got a devastating phone call on Oct. 3 when he learned that Envestnet co-founder Jud Bergman had passed away. Here’s what happened next.
AdvisorShares launched an ETF with a similar ticker symbol to ETF Managers Group and ETFMG is not cool with it.
Senators cited concerns about whistleblower awards and Regulation Best Interest during the SEC Chairman's testimony before the Senate Banking, Housing and Urban Affairs Committee.
The program, to kick off early in the second quarter next year, will be available only to internal advisors and simulate the experience of running an advisory firm.
The "holding company" for broker/dealers said Aurora Private Wealth would have more access to capital as a result of the deal, which was revealed during the MarketCounsel Summit.
Harrison Till will join the hybrid registered investment advisory firm, in the final acquisition Integrated Partners will make this year.