Venerable Aims to Power Variable Annuity Issuers' Fund Menus
By Allison BellTim Brown will lead the new asset management team.
August 28, 2023
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?The $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 27, 2023
Why M&A Activity for RIAs Should Be Strong in 2023There's "never been more capital on the sidelines than there is today," says Republic's Peter Nesvold.
August 24, 2023
Last-Minute Steps for TD Advisors as Schwab Integration Closes InBig mergers are never without hiccups, so know who to call, says F2 Strategy CEO Doug Fritz.
August 24, 2023
Schwab, TD Ameritrade Hit With Class-Action Suit Over MOVEit HackSchwab and TD waited nine weeks before telling the 61,000 affected customers about the breach, the suit says.
August 23, 2023
SEC Fines RIA for Paying Social Media Influencers to Solicit ClientsFundrise Advisors paid more than $8 million to over 200 social media influencers for business, the SEC says.
August 23, 2023
SEC Seeks More Comments on Controversial Custody Rule PlanThe SEC reopened the comment period for 60 days for feedback on its new private fund advisor rules.