Edelman Accuses Prime Capital of Helping Advisors Take Client Info
Edelman Accuses Prime Capital of Helping Advisors Take Client Info
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 19, 2025

NEWS

Edelman Accuses Prime Capital of Helping Advisors Take Client Info

Edelman moved to add Prime Capital as a defendant in three ongoing lawsuits this week, arguing the firm helped departing advisors steal proprietary information and break non-solicitation vows.

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RIA NEWS

CircleBlack to Acquire AssetBook

In a memo sent to AssetBook advisor clients, the performance reporting tech company said it planned to "combine operations" with CircleBlack “in the very near future.”

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FASTCHAT VIDEO
AI in Focus: Unlocking Innovation, Growth, and Investment Insights
Listen in as Shannon Rosic sits down with Andrew Choi to explore the transformative role of artificial intelligence in investment strategies.
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RIA NEWS

Cresset Snags Chief People Officer From JPMorgan

Most recently, Melissa Karetny led the 18-month-long transition of First Republic Bank in the wake of its acquisition by JPMorgan.

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PHILANTHROPY

DAFgiving360 Reports Record Grant Making in 2024

The nonprofit’s donors gave over $7.7 billion to charity.

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