In this week’s fund news, Morningstar points to lax risk controls and personnel issues at Ark, CFRA acquires technical research shop Lowry, and Goldman will soon bring cryptos to private wealth clients.
Listen as Kirk Hulett, Executive Vice President, Business Coaching & Consulting—Advisor Group discusses strategies on aligning the right COIs for a practice.
Global wealth management technology provider Refinitiv has built an AI-powered content management system, while ESG personalization provider Ethic gets another large capital boost.
