Envestnet's Crager to Step Down as CEO
By Janet LevauxThe news is "little surprise to many, including us," said Doug Fritz, head of the tech consulting firm F2 Strategy.
January 03, 2024
Peter Mallouk's Predictions for Advisors, Firms and the Markets in 2024The Creative Planning CEO also shares his resolution for this year and what most surprised him in 2023.
January 03, 2024
Fisher Investments Denies Report of Its Possible Sale"Fisher Investments is not being bought by Advent International," the firm said about a Wall Street Journal story.
January 02, 2024
3 Reasons RIAs Should Offer Multi-Family Office ServicesThese services can prove highly attractive to UHNW families with multi-generational wealth and complex financial needs.
January 02, 2024
Mariner Acquires California Wealth PlannerConfluence Financial Planning, based in Sacramento, had $360 million in AUM.
January 02, 2024
SEC Exam Coming? Use These 5 Tips to PrepareKnow what examiners are looking for and what to expect when they come calling.
December 29, 2023
15 RIAs With the Biggest Accounts: 2023A report from SmartAsset ranked some 5,800 firms registered with the SEC by their average account balances.
December 29, 2023
The Biggest Gaps in RIAs Today: Joe DuranHere's what stands between midsize firms and the national market, according to the former United Capital CEO.