Finance News
RIA Mid-Week Roundup: Marrella Private Wealth Launches as Independent RIA
A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.
By NB
Oct 5, 2023
Serial Entrepreneur Joe Lonsdale on Breaking Into the RIA Market
The founder of Palantir, Addepar and Opto Investments discusses working with the government, his new alts investment platform and the complexities of RIAs.
By NB
Oct 5, 2023
New ETF Boom Defies Saturation Warnings in $7 Trillion Industry
Sixty-nine new ETFs came to market last month, one of the busiest since at least 2016.
By NB
Oct 5, 2023
Citigroup Says as Many as 50% of All ETFs Lose Money for Their Issuers
The race-to-the-bottom fee war threatens to squeeze the asset managers helming the funds.
By NB
Oct 5, 2023