FTV Capital Buys Majority Stake in Docupace
By Jeff BermanAs part of the deal, David Knoch, former head of 1st Global, becomes CEO of the cloud-focused wealthtech firm.
April 27, 2020
Financial Advisors Speed Up Shift to Holistic Financial PlanningA Broadridge survey finds advisors receptive to support from asset managers and technology.
April 27, 2020
Breaking Away in a Pandemic: How 2 Advisors Launched Their Own RIA FirmsElk River Wealth Management and Quantum Private Wealth overcame challenges to open their doors in recent weeks.
April 27, 2020
Summit Taps Ex-Dynasty Exec for Business Development RoleEd Friedman, a longtime Morgan Stanley employee, is set to lead the RIA's growth efforts.
April 27, 2020
Cambridge to Welcome 27 Remote InternsThe yearly 10-week paid program for college students, The Next Step, began in 2012.
April 27, 2020
SEC Clarifies When Use of 'Advisor' Violates Reg BIThe SEC recently updated its Reg BI FAQ guidance.
April 27, 2020
3 Reasons to Hire in Turbulent TimesFor businesses that don't have to cut budgets during the pandemic, this could be the right time to add some top staff.
April 27, 2020
How COVID-19 Is Impacting More Than Industry EventsVirtual shows might grow. But the advice business is built on relationships, which are best nurtured in person.