AdvisorEngine Updates Its Planning Tool
By Dinah Wisenberg BrinAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.
April 03, 2024
Vanguard Buys New Campus in CharlotteThe giant asset manager purchased the 91-acre North Carolina property for a reported $117 million.
April 03, 2024
Cambridge Rolls Out 'Personal CFO' Service for Wealthy ClientsThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.
April 03, 2024
Reg BI to Be 2025 SEC Exam PriorityThe SEC is issuing more Risk Alerts and releasing its priorities early, the agency's exam director said Tuesday.
April 02, 2024
iCapital Scoops Up MiradorThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
April 02, 2024
Ameritas Suit Could Shake Up Life Settlement MarketThe case turns on whether a term life policy buyer can convert it into a permanent life policy.
April 02, 2024
Ex-Advisor Sentenced to 4 Years in Prison for $4.7M EmbezzlementChristopher Turean used client funds to gamble and for a home equity loan, the Department of Justice said.