RIA mergers will continue to soar

A convergence of factors will fuel M&A growth for next five to seven years

Max Viscio 21 May, 2018

Tax law ‘mess’ poses challenges and opportunities

The new law impacts deductions, death planning and divorce.

Max Viscio 21 May, 2018

Family office-backed adviser network raises $5m ahead of launch

Chalice Wealth Partners has raised $4.6m in Series A funding ahead of its formal launch

Max Viscio 4 May, 2018

Best interest proposal brings churning enforcement changes

The SEC would no longer have to demonstrate a B-D had control of customer accounts

Peter Rawlings 4 May, 2018

People Moves: Goldman segments wealth ops with Americas head, $626m RIA hires crypto chief

The comings and goings of the private wealth space

Max Viscio 30 April, 2018

French bank subsidiary opens NY office, aims for $21bn in AUM by 2020

Bank of the West Wealth Management has opened its first New York City office ahead of a massive expansion effort backed by BNP Paribas

Max Viscio 27 April, 2018

SEC risk alert challenges advisers on disclosures

A new SEC risk alert is a warning for advisers to keep their disclosures are up to date.

Max Viscio 26 April, 2018

$850m Atlanta RIA rebrands amid growth push

Buckhead Investment Partners is rebranding itself to emphasize the firm’s connection to its venture capital arm

Max Viscio 23 April, 2018

SIFMA panelists: FINRA eyes volatility products and big data, all eyes on SEC fiduciary rule

Investment adviser regulatory and compliance priorities for 2018 will include increased scrutiny for volatility-based products

Max Viscio 20 April, 2018

People Moves: Citizens names investment chief, Fidelity adds family office SVP

The comings and goings of the private wealth space.

Max Viscio 5 April, 2018

 BNY Mellon boost sales in Mid-Atlantic, Central regions

 BNY Mellon Wealth Management has named a new sales executive for its mid-Atlantic region while the former holder of that

Max Viscio 5 April, 2018

$6bn firm seeks adviser acquisition head, looks to grow

The search comes as the firm is looking to expand beyond its existing headcount

Max Viscio 29 March, 2018

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