Beyond screening for suitable stocks and ETFs, the platform also helps a growing community of religious-minded investors "purify" interest-generated investment returns by calculating charitable offsets.
The recent SEIA acquisition brings Canon Price, founder of $300 million AUA RIA Beverly Investment Advisors, back to the firm where she started her career three decades ago.
Arc Private Wealth is joining Kestra Private Wealth Services from an affiliation with Edward Jones. The news comes weeks after Stone Point Capital again became Kestra Holdings’ majority stakeholder.
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