Finance News
Mercer Global Advisors Hires CFO From McKinsey
The RIA has brought on Gün Keresteci, former global head of finance at McKinsey.
By NB
Feb 23, 2024
The Opportunity for Advisor Growth in the Retirement Market
Technology innovations have made it easier than ever for non-retirement-expert advisors to offer retirement solutions.
By NB
Feb 23, 2024
$700M California Team Leaves Osaic for Stratos Wealth
Pettinelli Financial Partners is the latest of several firms leaving Osaic this month.
By NB
Feb 23, 2024
Allianz, Constellation Wealth to Buy $450M Stake in AlTi Global
The capital will be used to pursue organic and acquisition-based growth globally.
By NB
Feb 23, 2024