News

Redtail unveils compliant texting for RIAs

Redtail Technology launched a tool allowing RIAs to text their clients on a compliance-approved platform.

Danielle Kane 12 October, 2017

Key eyes consultant for third-party managers

Key Private Bank is on the verge of hiring a consultant to help expand its third-party asset manager capabilities.

Max Viscio 11 October, 2017

People Moves: BNY expands in CT, Dynasty hires CFO amid capital strategies push

The comings and goings of the private wealth space.

Max Viscio 4 October, 2017

SunTrust opens Big Apple office

SunTrust Private Wealth Management is opening up an office in New York City.

Max Viscio 3 October, 2017

T+2 offers enhanced control, potential investment growth

Focus turns to potential complexities of implementing T+1.

Danielle Kane 28 September, 2017

$300m Washington RIA joins Dynasty amid succession plan

Schmidt Financial Group has joined Dynasty Financial Partners’ adviser network amid a generational transition at the firm.

Max Viscio 27 September, 2017

Family wealth manager arrested on NCAA bribery charges

A New Jersey wealth manager is charged in connection with a scheme to bribe the family of a college basketball recruit.

Max Viscio 26 September, 2017

Firms struggle with NYDFS cyber rule

As threats escalate, firms are fighting to keep up.

Jason Bisnoff 25 September, 2017

People Moves: Citi nabs JPMorgan trio, Abbot Downing hires BofA vet

The comings and goings of the private wealth space.

Max Viscio 22 September, 2017

Deutsche sells fund platform to iCapital

iCapital has agreed to purchase Deutsche’s private equity platform.

Max Viscio 21 September, 2017

Kestra buys Michigan RIA

Austin-based adviser platform Kestra Financial has bought registered investment adviser Rinvelt and David.

Max Viscio 21 September, 2017




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