Commonwealth Rolls Out Virtual Admin Program
By Jeff BermanThe offering pairs advisors who need support with specialists employed by Commonwealth.
February 25, 2022
Firms Signal Desire for Change in Wealthtech: ReportWealth management firms controlling roughly $10 trillion in AUM represent the biggest market opportunity for fintech, Cerulli found.
February 24, 2022
How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors' AdviceSeveral advisors told us they've been getting questions about the crisis. Here's what they're telling clients.
February 23, 2022
CI Financial Buying $5B California RIAAdding Newport Beach-based Corient Capital Partners will boost CI's U.S. Wealth Management assets to $125 billion.
February 22, 2022
Are You Keeping an Eye on Your Service Providers?Here's how RIAs can maintain effective due diligence programs to evaluate third-party risks.
February 22, 2022
SEC's 'Accredited Investor' Update Could Bring Unintended Consequences — SEC RoundupLawyers Nick Morgan and Tom Zaccaro talk to Brittany Davis of Backstage Capital about how the change could affect investors.
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
February 18, 2022
Focus Financial Expects to More Than Double Revenue Over Next 4 YearsIt also seeks to increase its number of partner firms by about 50%, CEO Rudy Adolf says.