Wealth tech Alix raises $20M to expand AI-powered estate settlement platform
The San Francisco-based startup’s Series A funding, with support from Schwab and Edward Jones Ventures, will reinforce its role in…
Wealth tech Alix raises $20M to expand AI-powered estate settlement platform
The San Francisco-based startup’s Series A funding, with support from Schwab and Edward Jones Ventures, will reinforce its role in…
Day-trading restraints to be loosened under proposed rule change
The sought-after amendment to a 2001 FINRA rule would bring the industry in line with the realities of today’s retail…
Day-trading restraints to be loosened under proposed rule change
The sought-after amendment to a 2001 FINRA rule would bring the industry in line with the realities of today’s retail…
Summit Financial adds four RIAs, nets $1.2B in new assets
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator’s leading position in the…
Summit Financial adds four RIAs, nets $1.2B in new assets
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator’s leading position in the…
Financial advisors navigating explosion of actively-managed ETFs
Wealth managers are increasingly allocating more active ETFs into client portfolios than ever. Here’s why.
Financial advisors navigating explosion of actively-managed ETFs
Wealth managers are increasingly allocating more active ETFs into client portfolios than ever. Here’s why.
Advisor moves: Raymond James welcomes UBS, Wells Fargo teams in bicoastal moves
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
Advisor moves: Raymond James welcomes UBS, Wells Fargo teams in bicoastal moves
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.