See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The Capital Markets Subcommittee called a hearing to examine the DOL’s latest bite at the fiduciary apple, which recently wrapped up its public comment period.
Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.
BlackRock is among big money managers, including Wellington Management and T. Rowe Price Group Inc., that have recently cut jobs and redirected budgets.