WealthManagement Edge

The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations.

In a motion filed this week, Sanctuary claimed there was “no evidence” a FINRA sanction against a Sanctuary subsidiary had “any adverse economic effect” on EverNest’s business.

The virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors.

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the advisor had broken his restrictive covenants after being fired.

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

There's a new paradigm in wealth management.

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

The firm hired Todd Fithian, co-founder and CEO of The Legacy Companies, to lead its expansion into Canada.

Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives.

While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.