Orion to Buy HNW-Focused TownSquare Capital
By Janet LevauxThe deal should add $6 billion to the $60 billion in assets now on Orion's wealth management platform.
May 09, 2022
Advisor Group Hires 2 New LeadersThe firm added Dimple Shah from Cielo Advisor and Iryna Northrip from Mariner Wealth Advisors.
May 03, 2022
Envestnet, ThinkAdvisor Zoom In on Top Active ManagersThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
May 03, 2022
J.P. Morgan Rolls Out Tax-Smart SMA Platform for AdvisorsThe new digital platform uses ActiveTax technology from 55ip, a firm J.P. Morgan bought in 2020.
May 02, 2022
Fintech Startups Vie for Funding at ScratchWorks Season 4Three finalists had 15 minutes each to win deep-pocketed investors over.
April 29, 2022
Ex-Cetera Broker Gets $3M in Damages for Wrongful TerminationIn a FINRA arbitration case, the rep accused the firm of wrongfully terminating him in 2019.
April 29, 2022
Wells Fargo Mistakenly Announces Death of Advisor Who Left Firm"It's good to be alive and I'm very thankful to be with oXYGen Financial," Robert Brian Watson told ThinkAdvisor.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.