Addepar Seeks Funding at $3.25B Valuation
By Katie Roof and Gillian TanOver $7 trillion in assets are managed by its platforms, which organize investment data and monitor portfolios.
January 06, 2025
AmeriLife to Acquire Crump LifeCrump has relationships with about 31,000 financial professionals.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
January 06, 2025
Focus Financial Establishes Hub Office in TorontoCardinal Point, the cross-border wealth management and financial planning firm, will become Focus’ fifth hub.
January 06, 2025
Calamos to Launch Bitcoin ETF With 100% Downside ProtectionThe downside protection comes in exchange for a cap on upside.
January 06, 2025
House Bill Would Expand Caregivers' Access to HSA and FSA CashAdult children could use health accounts to pay for care for parents who were not their dependents.
January 05, 2025
Biden Signs Social Security Fairness ActThe new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.
January 03, 2025
Ned Davis Warns It May Cut Exposure to U.S. StocksThe firm’s chief investment strategist is closely monitoring whether its key indicator extends a recent decline.