Finance News
Streamline for Success: Generative AI's Role in Advisor Business Growth
Thursday, March 28, 2024 | 2:00 PM ET
By NB
Feb 28, 2024
Mariner Wealth Avoids DOJ Charges by Admitting to Non-Poaching Scheme
The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.
By NB
Feb 28, 2024
Subscription-Based RIA Rossby Lures Three Advisors From Cambridge
The nascent RIA attracts three practices with a combined $150 million in AUM, as it bets on its subscription fee model and open architecture technology.
By NB
Feb 28, 2024
Abacus Life Launches Technology Division
Among other developments, ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.
By NB
Feb 28, 2024