Finance News
Mindy Diamond on Independence: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad.
By NB
Dec 1, 2023
Serious About Making Acquisitions? Build a Dedicated Team and a Replicable Process
Advisory firms planning multiple mergers need a standardized system.
By NB
Dec 1, 2023
Helios Integrates Machine Learning Into Its Investment Models
While the technology will be used to identify patterns in large data sets, it will not be used to automatically initiate any trading on its own.
By NB
Dec 1, 2023
RIA Roundup: Savvy Scores Boston Advisor Managing $1B+ at Schwab
Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.
By NB
Dec 1, 2023