Appeals court knocks out DOL rule

The court called the rule “unreasonable”

Noah Zuss 20 March, 2018

Freemium adviser platform adds asset managers

Adviser platform provider Oranj has added four asset managers to its freemium OranjMAX service

Max Viscio 19 March, 2018

People Moves: CIBC AT adds estate planning power, BNY Mellon expands in Denver

The comings and goings of the private wealth space

Max Viscio 15 March, 2018

MAI buys IMG vet’s firm

Cleveland-based MAI Capital Management has acquired the wealth management unit of Calfee Financial Advisors

Max Viscio 14 March, 2018

Abbot Downing rolls out new family services unit

Wells Fargo’s Abbot Downing is launching the Institute for Family Culture

Max Viscio 14 March, 2018

NY family office selects platform provider

A New York-based family office has selected Private Wealth Systems as its platform provider

Max Viscio 12 March, 2018

OppenheimerFunds beefs up private credit capabilities with training

Oppenheimer is partnering with the CAIA to develop training on private credit for the firm’s client-facing teams

Yun Li 12 March, 2018

Officials can easily spot unreported share class problems, CCOs cautioned

The SEC is currently encouraging self-reporting with standardized settlement terms

Jason Bisnoff 2 March, 2018

People Moves: Citi names capital markets chief, LA family office hires COO

The comings and goings of the private wealth space

Max Viscio 28 February, 2018

Mercer buys $364m FL RIA, opens Denver ‘Central Hub’

Mercer is buying GFS Private and opening up a back office hub in Denver

Max Viscio 22 February, 2018

Raymond James add health advice provider

PinnacleCare has inked a deal with Raymond James to provide its services to over 7,500 advisers

Max Viscio 22 February, 2018

EP Wealth buys $240m Reno RIA

EP Wealth Advisors has purchased Millie Capital Management

Max Viscio 20 February, 2018

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