Finance News
Cerulli Sees More Advisors Using SMAs
Advisor use of separately-managed accounts as standalone programs and part of unified managed accounts will soon exceed $2 trillion in assets, the research firm found.
By NB
Jan 23, 2024
Is the party over for the RPA M&A market?
How the convergence of wealth & retirement at the workplace could affect the market.
By NB
Jan 23, 2024
J.P. Morgan Accuses Michigan Advisor Of Soliciting Clients After Jump to Kestra
The bank filed its complaint against Nader Joseph Al-Mooshi, arguing that so far the advisor’s convinced about 64 households with $40 million in assets to leave J.P. Morgan and join Kestra Financial.
By NB
Jan 23, 2024