Tru Independence Adds $1B Multifamily Office
By Jeff BermanSeven Mile Advisory is based in the New York City area.
April 26, 2023
It's Official: Advisor Group to Unite Under One NameThe eight firms in the Advisor Group network will roll out the new brand one at a time.
April 26, 2023
Senate Panel Approves Labor Secretary NomineeJulie Su will now get a confirmation vote in the full Senate.
April 26, 2023
Social Security Administration Would Face 23% Cut Under GOP Debt Ceiling Bill: LobbyistSuch a cut would produce "longer wait times for benefits and to reach SSA representatives," says Max Richtman.
April 26, 2023
Client Sues Allstate Over Use of Marketing SoftwareThe plaintiff says keystroke recording without adequate disclosures violates California privacy laws.
April 26, 2023
Startup to Sell Life-LTC Hybrid at the WorksiteThe venture capital-backed firm has ties to Swiss Re and Allianz Life.
April 25, 2023
RIA Aggregator Modern Wealth Makes First AcquisitionThe firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.
April 25, 2023
Here's What Should Really Scare Lawmakers About Social Security: GOP SenatorWe need to change the conversation around the "third rail" of American politics, Sen. Bill Cassidy says.