Neuberger Berman Buys Minority Stake in Mariner
Mariner CEO and President Marty Bicknell will maintain majority control, and Leonard Green & Partners will retain its minority stake in the wealth management firm.
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10 Investment Must Reads for This Week (Oct. 29, 2024)
Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds. These are among the investment must reads we found this week for wealth advisors.
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10 Investment Must Reads for This Week (Oct. 29, 2024)
Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds. These are among the investment must reads we found this week for wealth advisors.
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RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors
A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.
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RBC Lures $400M Morgan Stanley Team, While LPL Nabs Cambridge Advisors
A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.
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Hightower Stakes $1.1B Wisconsin RIA
Financial Planning and Information Services represents Hightower’s fifth investment this year and follows news last week that it will take a majority stake in NEPC, an institutional consulting firm.
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Hightower Stakes $1.1B Wisconsin RIA
Financial Planning and Information Services represents Hightower’s fifth investment this year and follows news last week that it will take a majority stake in NEPC, an institutional consulting firm.
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Brightwave, AI-Powered Research Startup, Announces $15M Series A Funding
The company, which launched in early 2024, has raised $21 million to date for its automated research agent product.
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Brightwave, AI-Powered Research Startup, Announces $15M Series A Funding
The company, which launched in early 2024, has raised $21 million to date for its automated research agent product.
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KKR, Capital Group File to Launch Two Joint Funds
The two public-private fixed-income funds are the first products of the partnership the firms announced in May.
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KKR, Capital Group File to Launch Two Joint Funds
The two public-private fixed-income funds are the first products of the partnership the firms announced in May.
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Survey: Most Advisory Firms Lack AI Safeguards
Ninety-two percent of firms surveyed by the ACA Group and National Society of Compliance Professionals have no policies in place for AI use by third parties and service providers.
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Kestra Adds $1.4B Florida Team From B. Riley
Boca Raton-based Wealth Empowerment Financial Strategies joins Kestra Financial from B. Riley Wealth Management, which is reportedly in talks to sell to Stifel.
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Survey: Most Advisory Firms Lack AI Safeguards
Ninety-two percent of firms surveyed by the ACA Group and National Society of Compliance Professionals have no policies in place for AI use by third parties and service providers.
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Kestra Adds $1.4B Florida Team From B. Riley
Boca Raton-based Wealth Empowerment Financial Strategies joins Kestra Financial from B. Riley Wealth Management, which is reportedly in talks to sell to Stifel.
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FreeWill Launches Estate Planning Platform Estately
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.
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FreeWill Launches Estate Planning Platform Estately
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.
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Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate
The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate.
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Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate
The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate.
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For Madame or Mister President, Taxes Are High on ’25 Agenda
What the end of the Tax Cuts and Jobs Act of 2017 could mean for you.
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