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Displaying 576 results

Topic

M&A in 2019 hits record for RIAs, but many sellers overvalue firms

The number of deals increased by more than 30% last year, and it's a seller's market

Topic

Creative Planning’s latest acquisition feeds record-setting merger activity

The $48 billion RIA adds another $618 million with Stratford Consulting deal

Topic

Her Voice Matters

Inspiring financial literacy, Carrie Schwab-Pomerantz follows her father's footsteps to bring investing to the masses.

Topic

Mature fintechs, not startups, get bulk of funding and acquisition deals: Deloitte report

Fintech firms that are at least five years old are receiving more funding and are being acquired more often

Topic

Another major boost for ESG investing

MSCI rolls out principles of sustainable investing

Topic

All-woman team managing $335 million at Morgan Stanley moves to Janney

The five-person Dupre Keating Group joins offices in Pennsylvania and Delaware

Topic

Duo managing $194 million moves from UBS to Raymond James

James Ducharme, Michael Rowland join firm’s employee unit in Melbourne, Florida

Topic

UBS hires $10.8 billion team as net new client money in U.S. slides

The Swiss bank snags Wickham Cash Partners in Charlotte; reports $9 billion decline in net new money in Americas in Q4

Topic

The human factor

Behavioral finance continues to garner attention as more advisers seek ways to coach clients from making bad financial decisions based on emotions

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