EP Wealth Adds Exec From Captrust
By Janet LevauxMargaret Jarocki will lead partnership integration efforts for the RIA, which had $32.6 billion of assets in March.
June 30, 2025
10 Fastest-Growing ETFs Among RIAsLesser known, specialty ETFs have caught more RIAs' attention, according to new data from AdvizorPro.
June 27, 2025
LPL Cutting 70 Jobs in San DiegoThe layoffs will affect mostly senior and management positions, a local paper reported.
June 27, 2025
SEC Denies Requests to Alter More Texting SettlementsPerella Weinberg Partners and Kroll Bond Rating Agency asked the SEC to “equalize” certain settlement undertakings.
June 26, 2025
Mercer Hits Employee Ownership ‘Milestone’More than half of its roughly 1,300 employees are now equity owners in the $72 billion RIA.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 26, 2025
Envestnet to Sell Yodlee to PE FirmFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 26, 2025
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’The ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.