Vanguard Buys New Campus in Charlotte
By Dinah Wisenberg BrinThe giant asset manager purchased the 91-acre North Carolina property for a reported $117 million.
April 02, 2024
iCapital Scoops Up MiradorThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
April 02, 2024
Hightower Taps Gurinder Ahluwalia as PresidentThe RIA has also named Michael DiBiasio, a former managing director at Morgan Stanley, as its COO.
April 02, 2024
Ameritas Suit Could Shake Up Life Settlement MarketThe case turns on whether a term life policy buyer can convert it into a permanent life policy.
April 02, 2024
Ex-Advisor Sentenced to 4 Years in Prison for $4.7M EmbezzlementChristopher Turean used client funds to gamble and for a home equity loan, the Department of Justice said.
April 02, 2024
The SEC Is 'Scaring People Off': Hester PeirceCulture at the top of the agency has changed, affecting how it engages the public, the commissioner said.
April 02, 2024
Fidelity Launches 3 Programs to Boost Financial LiteracySome 74,000 of the firm's associates are working to help make a difference in the communities they serve.