Dynasty to Move Its St. Petersburg Headquarters
By Melanie WaddellThe new headquarters, with space for over 300 people, will bring more of Dynasty’s core team together.
June 24, 2025
Private Funds for Retail Investors Jump to $350B: MorningstarYet the average annual expense ratio for semi-liquid funds is 3.16% vs. 0.97% for active mutual funds and ETFs.
June 24, 2025
Ex-CFA Institute Executive Charged With Embezzling MillionsMichael J. Collins was arrested Monday on an eight-count indictment by the Manhattan district attorney’s office.
June 24, 2025
House Passes Bill to Expand Accredited Investor DefinitionThe bill freezes the financial thresholds and allows investors with certain education or experience to be considered "accredited."
June 23, 2025
Advisors Sue Focus Financial Over 'Staggeringly Overbroad' RestrictionsEnforcement of the covenants would essentially bar the advisors, who resigned, from continuing in the industry, they argue.
June 23, 2025
Northern Trust Commits to Staying Independent After BNY ApproachA tie-up would bring together two of the largest custodian banks in the world.
June 23, 2025
Advyzon, Nitrogen Partner to Boost Advisor EfficiencyThe tech firms are collaborating to deliver an integration of risk analytics and portfolio management.
June 23, 2025
Elevation Point Stakes $2.5B Ex-UBS TeamA 12-member group in Louisiana just sold a slice of its recently formed RIA.