Finance News
Informa Connect Announces the Departure of Mark Bruno
Bruno, the managing director of Informa Connect Global Finance, Wealth Management, is moving on to a new role with Emigrant Partners.
By NB
Sep 30, 2023
How Top RIAs Go About Organizational Design
As the RIA space has become more professionalized, so has the organizational design of top firms.
By NB
Sep 30, 2023
RIA Roundup: Congress Wealth Management Acquires $1.1B MainLine Private Wealth
Congress completes first acquisition since CI Financial sold its stake to Audax, two Indiana firms merge to create $750 million AUM Wellington Wealth, a 10-person team leaves Ameriprise for OneSeven and NewEdge Wealth adds to Bay Area office.
By NB
Sep 30, 2023
RPA Conversations: Jeff Rosenberger
Guideline's Jeff Rosenberger advocates for plan sponsors to adopt auto features.
By NB
Sep 30, 2023