Artivest Offers Expanded Services on Alts Platform
By Ginger SzalaA merger with Altegris helps Artivest spread its wings, offering new alternatives structuring and distribution services.
January 24, 2019
Envestnet | Yodlee's AI Firm Purchase Is a 'Strategic Move': Tech InsiderThe technology lets financial firms work with clients through Amazon Alexa, Google Assistant, SMS and Facebook Messenger.
January 24, 2019
RIAs Are Upbeat After 'Epic' Quarter for M&ATD Ameritrade Institutional surveyed RIAs to get their take on the business, while DeVoe and Co. looked at a wickedly good year in M&As.
January 24, 2019
DOL, SEC Fiduciary-Related Rules to Be a 'Heavy Lift': Attorney ChoiRichard Choi and IRI hope the SEC's VA summary prospectus will be adopted later this year.
January 24, 2019
Carson Group Sees Big Jump in Assets, Partner FirmsThe firm roughly doubled in size to 96 partner firms with $7.5 billion of assets in 2018 from 49 firms with $3.1 billion in 2017.
January 24, 2019
LPL, Stifel and RBC Add Wirehouse Reps: Recruiting RoundupPlus, Commonwealth Financial, Ameriprise and D.A. Davidson share their latest hiring news for early 2019, while RIA Integrated Financial Partners gives an update on its 2018 growth.
January 23, 2019
Best Ways to Relieve Growing PainsIt's not easy moving from a solo to an ensemble firm, but some strategies can make the associated changes much easier.
January 23, 2019
More States Advance Their Own Fiduciary RulesSEC's best interest rule still pending and now delayed by government shutdown.