Finance News
RIA Roundup: OneDigital Picks Up $1.3B Firm
Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial.
By NB
Feb 4, 2024
S&P: Osaic’s Lincoln Acquisition Won’t Damage Debt Ratio
S&P estimates Osaic will pay $1.04 billion, including transaction costs and retention loans to Lincoln advisors.
By NB
Feb 4, 2024
The 2024 IPO Market: Trends and Predictions
What can a securities attorney's inbox tell us about the year ahead?
By NB
Feb 4, 2024
Cetera CEO on AI: 'We’re Getting WedMD’d,' So Get Ready
Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.
By NB
Feb 4, 2024