Finance News
Arax Acquires $9B Hybrid Broker/Dealer in Houston
With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.
By NB
Apr 13, 2024
Merit Financial Advisors: Using Technology To Fuel Growth
JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.
By NB
Apr 13, 2024
Morgan Stanley Drops on Report of US Probes Into Wealth Unit
A cadre of US regulators are scrutinizing the firm’s efforts to prevent potential money laundering by wealthy clients.
By NB
Apr 13, 2024
Unlocking an Advisor’s Gamma for Optimal Retirement Income Distribution
Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.
By NB
Apr 13, 2024