| | | WEG, which had $4 billion in brokerage assets with LPL, is the second “strategically misaligned" large OSJ to separate from the IBD. Read More > |
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| | | In a statement, CEO Burt White lauded Shepherd’s commitment to the company and said the firm supports her decision to “focus on her family.” Read More > |
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| | | Constellation has invested $150 million, representing less than 10% of Cresset’s business. Read More > |
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| | | While the new technology will not be an advisor's clone, it could be thought of as a co-worker. Read More > |
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| | | The deal gives BlackRock, which manages $11.5 trillion, almost $600 billion of alternative assets. Read More > |
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| | | The acquisitions of Atlas Financial and Newport Advisory add $878 million in assets to the firm. Read More > |
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| | | About 83% of aspiring CFP planners are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey. Read More > |
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| | | The fund will target accredited investors and qualified purchasers. Read More > |
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| | | This brings DPL’s total funding to $69 million and marks the first investment from insurers. Read More > |
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| | | Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire. Read More > |
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