Why Goldman Bought, and Sold, United Capital
By John ManganaroExecutives thought they could best serve RIAs by buying one. The reality was not what they expected.
May 13, 2024
The Fiduciary Institute's 2024 Training Course Open for RegistrationSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 13, 2024
Bestow to Focus on Tech, Sell Life Insurance UnitThe insurance technology firm is selling its life insurance subsidiary to Sammons.
May 13, 2024
Mark Tibergien: 7 Big Mistakes for Growing RIAs to Avoid"Simply being bigger isn't always better," the Pershing Advisor Solutions CEO turned consultant says.
May 13, 2024
SEC, Treasury Crime Unit Float Customer ID Rule for AdvisorsThe proposed rule is intended to fight money laundering and the financing of terrorism, said SEC Chairman Gary Gensler.
May 13, 2024
GameStop Shares Soar as 'Roaring Kitty' ReturnsThe stock, which famously soared over 2,000% in early 2021, rose as much as 119% Monday.
May 13, 2024
Annuity Issuer CEO Names DOL Fiduciary Rule Winners and LosersF&G's Chris Blunt also has ideas about why the in-plan annuity market may not be heaven for all.
May 13, 2024
BlackRock Takes Minority Stake in Advisor Marketing StartupLacy Garcia's Willow will use the funds to offer "Advisor for Women" and "Advisor for NextGen" certificates.