EP Wealth Adds Exec From Captrust
By Janet LevauxMargaret Jarocki will lead partnership integration efforts for the RIA, which had $32.6 billion of assets in March.
July 01, 2025
Trump Tax Bill Hits Republican Resistance in House Ahead of Vote"I have very strong concerns and am not very inclined to support," said Rep. Chip Roy (R-Texas).
July 01, 2025
Long-Term Care Insurance Leaves the DoghouseSecurities analysts at Wells Fargo, at least, are suggesting that this is a possibility.
July 01, 2025
Orion, iCapital Expand Partnership to Improve Alternatives AccessThe collaboration gives independent advisors new access to institutional-grade tools, Orion says.
July 01, 2025
Rep Fined, Suspended for Not Disclosing Outside Business ActivityThe rep was a trustee to the estate of a deceased Cambridge customer without prior notice, FINRA says.
July 01, 2025
$27B RIA Taps Edelman Financial Exec as CEOChicago-based Choreo has hired Jason Van de Loo to serve as its new leader.
July 01, 2025
Ex-LPL Advisor Suspended After Family Named as Client's BeneficiariesA client designated the advisor's wife as primary beneficiary on six LPL accounts, FINRA says.
July 01, 2025
Goldman Traders Say Stock Rally to Go On Before Fading in AugustThe last time the benchmark index lost ground during the month of July was 2014.