Finance News
Avantax to be Acquired by Cetera for $1.2B
Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera
By NB
Sep 12, 2023
The Custodians Are Coming
Are your custodians eyeing your clients? ‘The margins are there,’ said one RIA CEO.
By NB
Sep 12, 2023
What are the Biggest Opportunities and Challenges facing 401(k) Plans Today?
Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.com Industry Awards
By NB
Sep 12, 2023
Joe Duran to Launch Rise Growth Partners in Early 2024
Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.
By NB
Sep 12, 2023