Finance News
Ex-JPMorgan Executive Garcia Joins Azura in US Wealth Push
Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.
By NB
Aug 4, 2023
Advisor Rating Service Indyfin Acquired By WiserAdvisor
The deal could be the first of several in the lead-gen, referral and marketing space that seeks to add reviews and ratings tech.
By NB
Aug 3, 2023
115-year-old Chicago-based Rothschild Makes First Acquisition
Rothschild Investment Corporation said it plans to continue in the M&A market, adding up to $1 billion in AUM annually.
By NB
Aug 3, 2023
401(k) Real Talk Episode 70: August 2, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
By NB
Aug 3, 2023