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Trump Team Eyes Atkins, Ex-SEC Commissioner, to Succeed Gensler

Dec 02, 2024

President-elect Donald Trump is expected to make a pick in the coming days, and no decisions have been made.

$7B RIA Procyon Hires Advisor Recruiter From Baird

Dec 02, 2024

Rich Franchella joins Procyon to lead business development and recruit advisor teams across the RIA’s business verticals.

Constellation Stakes $60B AUM RIA Cresset

Dec 02, 2024

Constellation has invested $150 million, representing less than 10% of Cresset’s business.

A Dramatic Transformation of RPAs Is Just Beginning

Dec 02, 2024

Firms unwilling or unable to evolve will become obsolete and conflicted.

Blackstone Bolsters Private Wealth Leadership

Dec 02, 2024

The alternative asset management behemoth announced three senior leadership additions, including a new global COO on its private wealth team.

Planners-To-Be Overwhelmingly Want Firms Emphasizing Pro Bono Work

Dec 02, 2024

About 83% of aspiring CFP planners are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey.

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

Nov 27, 2024

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

The Diamond Podcast for Financial Advisors: UBS Comp Plan Changes and the Impact on Advisors

Nov 27, 2024

Louis Diamond offers UBS advisors a perspective on the firm’s compensation plan changes, which were announced on Nov. 21.

401(k) Episode 131: November 27, 2024

Nov 27, 2024

Open, honest and candid discussion about DOL guidance on AI, the agency’s practice of sharing information with plaintiff’s attorneys, record keeper consolidation helping RPAs grow and more.

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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.