Finance News
Apollo Taps BlackRock Veterans in Key Wealth and Insurance Units
Kate Swimley was hired this month to cover the ultra-wealthy for Apollo’s family office business after almost a decade at BlackRock.
By NB
Dec 14, 2023
Edward Jones Tests New Team Model for Indie Advisors Close to Retirement
David Chubak says the firm hopes to attract so-called “break-back brokers” who are coming back from full independence.
By NB
Dec 14, 2023
Sequoia Financial: Capturing the Illiquidity Premium
Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.
By NB
Dec 13, 2023
tru Independence Opens East Coast Headquarters
The Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.
By NB
Dec 13, 2023