Corient Acquires $8B RIA in Maine
By John ManganaroH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
December 17, 2024
Jeremy Siegel: Big Tech Stocks' Reign Could End in JanuaryThe economist suggests rebalancing to other market sectors in early 2025.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 17, 2024
Mutual Fund Conversions Hit Record in ETF Industry’s Epic YearAs demand for the ETF structure gains traction, 55 funds make the conversion — more than triple from 2021.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 17, 2024
LPL Appoints New Leader of Business Strategy and InnovationMarc Cohen has been promoted to managing director for business strategy and innovation at LPL.
December 16, 2024
What's Next for the Markets in 2025? Tune In Dec. 18Carson Group's Ryan Detrick, Hightower's Stephanie Link and Orion's Tim Holland look ahead, at 1 p.m. ET.
December 16, 2024
Jeremy Grantham’s GMO Goes Mainstream With ETF and Mega-Cap BetsThe firm's new ETF offerings include expensive-looking tech stocks that Grantham himself has long derided.