RIAs
RIA Firms Have a Human Capital Problem: DeVoe
By Jeff BermanCompanies must find the right people and step up their games to hang onto them, David DeVoe says.
July 15, 2020
$500M Female Team Exits Morgan Stanley to Join RIAKansas-based Bowersock Capital Partners adds to the RIA's $10 billion in assets.
July 15, 2020
RIA M&A Activity Recovered in June Despite Pandemic: FidelityWill the momentum continue or slow down to the more sluggish pace in early Q2?
July 14, 2020
Creative Planning Acquires $600M RIA in WisconsinThun Financial Advisors specializes in working with U.S. investors who live overseas.
July 14, 2020
Senator Calls for Hearing on New DOL Fiduciary RuleLabor "should consider a tripartite hearing that would also include the SEC," Sen. Patty Murray said.
July 14, 2020
Redtail CEO Joins Riskalyze BoardThe news raises questions about Riskalyze's growth plans and comes soon after the Orion-Brinker tie-up.
July 14, 2020
NFL Advisor Program Adds Bernstein Private WealthThe firm joins Goldman Sachs and Bessemer Trust as institutional members.