| | | | | U.S. District Judge Susan Brnovich wrote that Ameriprise failed to elevate its claims that the defendants had violated the Broker Protocol (with LPL’s support) “beyond mere speculation.” Read More > |
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| | | The deal does not include Ellevest’s wealth management and financial planning business. Read More > |
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| | | Open, honest and candid discussion about Great Gray acquiring RPAG, Empower sued over high fees, two data breaches, robo advisor ratings and more. Read More > |
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| | | Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent. Read More > |
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| | | Recruitment shop D.A. Kreuter Associates and its Gladstone M&A, valuation and consulting divisions will now be the collective Gladstone Group. Read More > |
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