Wealth Management
Farther Raises $150M Series D Led by General Atlantic
Farther has raised $150 million in Series D funding led by General Atlantic, vaulting the tech-focu...Read more
Private Markets Move Further Into Mainstream Wealth Portfolios
Private markets are rapidly moving from the periphery to the core of affluent investors' portfolios...Read more
FIS, InvestCloud Partner to Roll Out WealthTeach Tools
FIS, a fintech platform, and InvestCloud have teamed up to launch a new wealth ...Read more
Carson Group Launches Estate Planning Solution to Broaden Wealth Services
Carson Group has introduced a new capability to its roster that focuses on ...Read more
Edelman Financial Engines Adds New CFO, Reshuffles Executive Team
Edelman Financial Engines has made several hires and announced one internal promotio...Read more
LPL Financial Scores $1B FA Team from Ameriprise Financial
LPL Financial has nabbed a financial advisory firm from Ameriprise Financial, where ...Read more
$870M Ex-Kestra Financial Team Hops to LPL Financial
LPL Financial has nabbed a financial advisory team, which was previously affiliated with&...Read more
LSL CPAs Adopts Fieldguide AI Platform to Modernize Audit Workflows
LSL CPAs has selected Fieldguide to modernize its financial audit practice, signaling continued mom...Read more
Stephens Group Exits IMA Stake in $4B Recap Deal
Private investment firm The Stephens Group, LLC has exited its investment in IMA Financial Group, I...Read more