Finance News
Mercer Adds to Its M&A Teams
Mercer hires executives from NewEdge Advisors, LPL Financial, Charles Schwab and others.
By NB
Feb 14, 2024
Salesforce, BridgeFT Integration May Finally Make The CRM Affordable
Our technology columnist had to open up his mind to the notion given years of hype.
By NB
Feb 14, 2024
Gift and Estate Exemption Clock Ticking for 2 Million Families
HNW clients need to start thinking about moving their assets.
By NB
Feb 14, 2024
LPL to Acquire $100B Atria Wealth Solutions
The independent broker/dealer’s acquisition of Atria’s $100 billion in assets, 2,400 advisors and 150 banks and credit unions is slated to close in the second half of 2024.
By NB
Feb 14, 2024