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Altruist Raises Another $169M As It Competes to Win RIAs | PLANADVISER
PLANADVISER· 1 day agoAltruist, a custodian for registered investment advisers, revealed Monday it secured another $169 million in Series E funding, spearheaded by ICONIQ Growth ...
Ategenos reveals “next-generation TAMP” for wealth firms - InvestmentNews
InvestmentNews· 14 hours agoThe open-architecture platform is designed to offer a comprehensive suite of wealth management tools...
Proskauer's Hedge Start: When Is SEC Registration Necessary? | JD Supra
JD Supra· 23 hours agoSecutiries and Exchange Commission (SEC) under the Investment Advisers Act of 1940, as amended (Advisers Act), will be required. In general, an investment
$2B RIA Eton Advisors Brings on New President
WealthManagement.com· 7 days agoEton Advisors, a Chapel Hill, N.C.-based registered investment advisor with nearly $2 billion in client assets, has ...
Wealth Enhancement Group adds $809M California advisor team
InvestmentNews· 4 hours agoFourth firm to join WEG this year takes its total AUM to near $83B.
SFA Partners Appoints Michael Bryan Chief Growth Officer of Strategic Blueprint
WTNH-TV New Haven· 1 day agoSFA Partners, a family of companies focused on supporting the growth and success of independent...
Advisor Takes Fight for Deferred Pay to Merrill Lynch
Barrons.com· 21 hours agoMilligan currently operates an independent practice in Danville, Calif., and is affiliated with...
AI for IAs: How Artificial Intelligence Will Impact Investment Advisers | JD Supra
JD Supra· 2 days agoThe use of artificial intelligence and machine learning technology solutions ("AI") is becoming increasingly common in all industries, including the registered investment ...
WEG Adds 18th Office in California With $809 million Acquisition
Barrons.com· 20 hours agoWealth Enhancement Group is expanding its presence in California with the acquisition of The...
Analyst Report: Envestnet, Inc.
Morningstar Research via Yahoo Finance· 7 hours agoEnvestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms ...
