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.
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.
By NB
Sep 22, 2023
Real Estate Investing: Tapping the Untapped Demand for Advice
Thursday, October 26, 2023 | 2:00 PM ET
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.
By NB
Sep 22, 2023