According to the terms of the deal, Craigs’ existing employee and director shareholders will retain 50 percent ownership of the …
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InvestCloud unveils private-markets account offering
InvestCloud’s PMA supports approach to asset allocation by integrating public and private investments into a unified view. Credit: Borri_Studio /Shutterstock. …
Leadership changes at Cetera as Taylor prepares for retirement
Firm names wealth management successor and a new hire. There will be more than one president taking up a new …
Revisiting key themes in wealth management from 2024
Open this photo in gallery: 2024 will be remembered as a strong year for markets, but also for complex tax …
InvestCloud claims industry first with private-markets account offering
The wealth tech platform’s latest offering gives firms and advisors an alternative-investing boost through a dedicated sleeve for private markets …
Lessons from European Crypto ETPs for the U.S. ETF Market
adminUpdated on Leave a Comment on Lessons from European Crypto ETPs for the U.S. ETF Market6 min readThe spot Bitcoin and Ethereum ETFs in the United States ignited a new wave of institutional investment as previously sidelined …
2024 RIA M&A Activity Breaks Deal Record
This year has already set new records for mergers and acquisitions activity in the registered investment advisor space, with 269 …
Concurrent Snags OneDigital Exec to Lead Retirement Division
adminUpdated on Leave a Comment on Concurrent Snags OneDigital Exec to Lead Retirement Division3 min readConcurrent Investment Advisors, a Tampa-based hybrid RIA with $9.7 billion in assets that was formerly an office of supervisory jurisdiction under Raymond …
Cetera welcomes Citadel, Lighthouse to credit union partner network
The independent broker-dealer’s latest tie-ups in the Northeast extend its reach in Philadelphia, New Hampshire, and Maine. Cetera Financial Group …
Cetera Strengthens Executive Leadership to Propel Strategic Growth and Innovation
SAN DIEGO, Dec. 19, 2024 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced strategic leadership appointments …