The firm’s longtime leader of corporate strategy will also spearhead efforts to reshape its models for independent advisors and other …
10 key stories on AI and wealth management in 2024
As he often does, Michael Kitces had a way of summing it all up. Kitces, the “chief planning nerd” at …
Raymond James raiding case brings multimillion-dollar award
adminUpdated on Leave a Comment on Raymond James raiding case brings multimillion-dollar award4 min readRaymond James and three of its wealth managers have to pay their industry rival Baird more than $5 million over …
Advisory M&A News – 12/16/24
Modern Wealth Adds $500M in AUM With 3 Acquisitions Modern Wealth Management LLC, a registered investment advisory firm, announced the …
Jonathane Ricci and JR Wealth Management Empower Clients to Create Lasting Impact with Strategic Charitable Giving.
Jonathane Ricci – JR Wealth Management Jonathane Ricci – Elite Lawyer Jonathane Ricci leads the firm in offering a unique …
Chastain Wealth Management amplifies student voices with $25,000 gift to UF Speech and Debate
Chastain Wealth Management amplifies student voices with $25,000 gift to UF Speech and Debate By Lauren Barnett — December 16, …
Advisors contemplate crypto beyond Bitcoin in 2025
Cryptocurrencies rose, and kept on rising, in 2024, making it one of the best performing asset classes of the year. …
Northern Trust Names Agricultural Properties Leader, Expands $440B Wealth Management Unit
Northern Trust has appointed John Onderdonk as National Practice Leader of Agricultural Properties. In this …
Constellation Wealth Closes First Fund with $1B+ in Commitments
Constellation Wealth Partners, the private equity firm founded by former Emigrant Partners CEO Karl Heckenberg focusing on wealth managers, has …
How Atkins Could Move SEC Enforcement From Firms To Individuals
A “well-respected leader in the securities industry.” An “interesting thinker.” A “deregulation zealot and industry cheerleader.” These are several descriptions …