Asset managers and advisors converged in Los Angeles this week for the fourth annual CAIS Summit—a conference that brings together many of the alternative investment platform’s users. It also serves ...
Cetera continued to bulk up the independent broker/dealer space this week by adding a 34-person team overseeing $1.8 billion in client assets that had been with insurer Northwestern Mutual’s ...
UBS is suing a $1.1 billion advisory team that left the wirehouse for RBC last month, claiming they’re breaking non-solicitation vows. UBS filed a request for a temporary restraining order on Friday ...
The RIA business of Strive Asset Management (the financial firm co-founded by former presidential candidate Vivek Ramaswamy) has new life after spinning out as Thryve Wealth Management, which launched ...
New York State is launching a retirement savings plan program for employers in the state with Vestwell’s platform. It’s the latest state partnership for the fintech and employer and individual ...
The relative underperformance of IJH is explained by its tilt toward relatively smaller-cap names rather than by differences in sector exposure. IJH, VO, and IWR all have similar sector exposures.
The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in the San ...
Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund (HLVCG) ...
Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion in ...
Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee-only ...
RIA firm owners often ask: What’s my firm worth? But the answer isn’t so simple. David Wahlen of Merit Financial industry leaders dive into the multifaceted drivers of firm valuation—including organic ...
Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth. Peninsula Wealth has been in the Bay Area ...
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