Finance News

Altruist Eliminates Portfolio Accounting Software Fee for Custody Clients

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

logo.png  By NB  Sep 22, 2023

Cetera to Promote Tom Halloran to Head of Independent Channel

Brett Harrison, who currently leads Cetera Advisors, will exit the company after 25 years.

logo.png  By NB  Sep 22, 2023

Real Estate Investing: Tapping the Untapped Demand for Advice

Thursday, October 26, 2023 | 2:00 PM ET

logo.png  By NB  Sep 22, 2023

J.P. Morgan Snags $2B Seattle Team From Citi Private Bank

The firm’s Seattle Private Bank Office hopes to double its headcount in the next five years.

logo.png  By NB  Sep 22, 2023