RIAs & Financial Advisors
Blackstone Hires Lazard Vet Joseph Cassanelli as Senior Managing Director in Tac Opps Group
Blackstone has appointed Joseph Cassanelli, former co-head of Lazard’s U.S. Financial Institution...Read more
Allegiant Private Wealth Joins Ameriprise with $300M in Assets
Ocean City, Md.-based Allegiant Private Wealth has joined the independent advisor channel of Amerip...Read more
Falcon Capital Advisors Launches Digital Assets Practice
Falcon Capital Advisors, a management consulting firm serving financial institutions and government...Read more
Cetera Delivers Second Open Letter to Commonwealth Advisors Amid LPL Takeover
Cetera Wealth Management President Todd Mackay has issued a second open letter to advisors at Commo...Read more
SEC Scraps 14 Biden-Era Proposals, Signals Regulatory Overhaul
The Securities and Exchange Commission announced the withdrawal of 14 proposed rules and amendments...Read more
$732M Walkner Condon Financial Advisors Acquires King Financial
Walkner Condon Financial Advisors, a registered investment advisory firm, has acquired Verona, WI-b...Read more
Lookout Credit Union Partners with RIA Credit Union Wealth Group
Lookout Credit Union has partnered with Boston-based registered investment advisor Credit Union Wea...Read more
Concurrent Launches Minority Platform to Bolster Advisors
Concurrent Investment Advisors, LLC, a multi-custodial hybrid RIA, has launched its latest min...Read more
Fidelity Expands Private Market Capabilities to Assist RIAs, Broker-Dealers
Fidelity Investments will be adding alternative investments to its custom model portfolio, which wi...Read more