After 17 years with Merrill, Oklahoma City-based advisors Alain Verhille and James S. Wood are launching Auctus Legacy Private Wealth Management under LPL's employee model for high-net-worth-focused advisors.
The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.
The approval process for spot Ethereum ETFs is running into some roadblocks, reports FX Empire. Mergers & Acquisitions looks at the benefits and drawbacks of long-hold funds vs. secondaries. These are among the investment must reads we found this week for wealth advisors.
Mike Baker shares United Planners' innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.
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