Editorial Staff 17 December 2024 In what the firm says is a …
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Focusing On Durable AI Use Cases For Wealth Management
We speak to an innovation platform for the wealth sector about what AI use cases make most sense and are …
Inaugural Fund Closed With Over $1 Billion In Capital Commitments
Constellation Wealth Capital (CWC) – an alternative asset manager dedicated to providing capital solutions to the wealth management sector – …
CAIS, Advyzon forge new alts partnerships
The fintech firms’ latest initiatives, announced separately, will give advisors additional diversification options and enhanced investing and reporting capabilities. CAIS …
2024 Fall Economic Statement: A summary of the key measures that may have a direct impact on you
By RBC Family Office Services The Government House Leader Karina Gould tabled the Fall Economic Statement on Dec. 16, 2024. …
LPL Promotes Marc Cohen to Managing Director
LPL Financial has promoted Marc Cohen, an executive vice president and head of corporate strategy, to managing director of business …
LPL elevates Marc Cohen to expanded managing director role
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 …