March Calendar Skews Life Activity Numbers
By Allison BellApplications per day increased, but the most recent month had fewer workdays than in 2023.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 04, 2024
SEC Hits RIA With $6.5M Texting FineSenvest employees communicated about company business internally and externally using personal texting platforms.
April 03, 2024
AdvisorEngine Updates Its Planning ToolAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.
April 03, 2024
Don't Worry About Fewer Rate Cuts: Morgan StanleyThe need for fewer interest rate cuts is generally reason for optimism, says Senior Portfolio Manager Andrew Slimmon.
April 03, 2024
Commonwealth Must Pay SEC $93M Over Revenue SharingCEO Wayne Bloom said the firm is "exploring all options to continue to defend our position."
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.