InvestmentNews

InvestmentNews
Displaying 3990 results
Beacon Pointe buys $1 billion Denver RIA
NEWS RIAS AUG 17, 2021
Beacon Pointe buys $1 billion Denver RIA

Northstar Investment Advisors is latest acquisition by Newport Beach, California-based Beacon Pointe.

RIA firm culture takes pandemic beating, study finds
NEWS RIAS AUG 17, 2021
RIA firm culture takes pandemic beating, study finds

Nearly 40% of advisers say firm culture declined; engagement suffered

Two named to top posts at AIG unit
RETIREMENT RETIREMENT PLANNING AUG 17, 2021
Two named to top posts at AIG unit

Bryan Pinsky will lead individual retirement at AIG Life & Retirement, while Tim Heslin will head the U.S. life insurance business.

Galway Insurance buys $9.2 billion RIA
NEWS RIAS AUG 16, 2021
Galway Insurance buys $9.2 billion RIA

The San Francisco-based insurance company acquires Cleveland-based MAI Capital.

Adviser managing $215 million at UBS moves to RBC
YOUR PRACTICE PRACTICE MANAGEMENT AUG 16, 2021
Adviser managing $215 million at UBS moves to RBC

A mother-daughter team led by Cynthia Hansen joins RBC's Denver Tech office.

US, Hong Kong firms merge to form $4.3 billion advisory
NEWS INDUSTRY NEWS AUG 16, 2021
US, Hong Kong firms merge to form $4.3 billion advisory

Leo Wealth combines LeoGroup, Capital Company and BFT Financial Group.

The purpose of CHIP and fallout from the NCAA ruling on student athlete pay
THE INVESTMENTNEWS PODCAST AUG 16, 2021
The purpose of CHIP and fallout from the NCAA ruling on student athlete pay

Dana Wilson shares her story of founding an online community that helps people of color find advisers who look like them. Jordan Waxman discusses the recent NCAA ruling allowing student athletes greater access to name and likeness income.

Registration closes Oct. 1 for 2022 Best Places to Work for Financial Advisers
YOUR PRACTICE PRACTICE MANAGEMENT AUG 15, 2021
Registration closes Oct. 1 for 2022 Best Places to Work for Financial Advisers

Think your firm is an outstanding employer? Only a few days left to register and it could be highlighted in the 2022 InvestmentNews list.

Savant to acquire $321 million RIA firm
NEWS RIAS AUG 12, 2021
Savant to acquire $321 million RIA firm

The principals at Indiana-based Treybourne Wealth Planners will become Savant member owners.

Pass rate for July CFP exam steady at 62%
YOUR PRACTICE PRACTICE MANAGEMENT AUG 12, 2021
Pass rate for July CFP exam steady at 62%

The next exam, set for Nov. 2-9, will be offered both online and onsite.