Biden to Pick Gary Gensler for SEC Chief: Reuters
By Melanie Waddell"A knowledgeable and aggressive choice," lawyer Nick Morgan says.
January 11, 2021
Mercer Acquires $815M RIA Led by Judith McGeeNews of the deal comes only four days after Mercer said it bought Atlanta Financial Associates.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 08, 2021
Captrust Adds $3.3B Arizona RIAThe addition of MRA Associates also allows Captrust to start offering tax consulting services.
January 07, 2021
Mercer Nabs $815M RIA in AtlantaNews of the acquisition comes only two days after Mercer said it bought Kays Financial Advisory Corp.
January 07, 2021
Ric Edelman: 12 Predictions for Bitcoin, Other Cryptos in 2021Edelman's RIA Digital Assets Council is bullish on cryptocurrencies as institutions start to pile in.
January 07, 2021
3 'Must Ask' Questions to Guide Your Strategic PlansIf you can't define why you're aiming for a specific goal, how do you know it will get you what you want to achieve?
January 07, 2021
Why a New TAMP for Small RIAs Has a Months-Long WaitlistSmall firms need "more than a call center," Manish Khatta, the quant behind Potomac's Union platform, tells ThinkAdvisor.