Wealth Management
$4B Ritholtz Names Collie Cox as Chief Market Strategist
Ritholtz Wealth Management (RWM), a national RIA that manages over $4 billion in assets for high-ne...Read more
$1.9B Merrill Lynch Team Departs for Summit Financial
Summit Financial Holdings has added SRM Private Wealth, a breakaway advisory team from Merrill Lync...Read more
Reg BI Compliance: Q&A with Cetera Chief Legal Officer Lisa Gok
Reg BI, which took effect in June 2020, introduced a "best interest" requirement for broker-dealers...Read more
Wealth Enhancement Group Acquires $658M Michigan RIA
Wealth Enhancement Group, a national independent wealth management firm, has acquired a Michig...Read more
Cresset Acquires 19th Century Michigan Family Office
Cresset Asset Management acquired The Connable Office, Inc., one of the country's oldest multifamil...Read more
Envestnet Launches Custom Strategies with Four Mega Asset Managers
Wealthtech giant Envestnet announced plans to expand its partnerships with asset managers BlackRock...Read more
Advisor360 Preps for Next Growth Strategies with Former BofA Hire
Advisor360, a Weston, MA-based wealth management software provider, has hired former Bank of Americ...Read more
Avantax Acquires $400M Pennsylvania Team
Avantax, a tax-focused financial planning and wealth management firm, acquired GA Investment Manage...Read more
Should RIAs Offer Quant Funds?
Active investing has dominated the financial markets over the last several decades, with fund manag...Read more