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'IN the Nasdaq' with Gary Shapiro of the Consumer Technology Association
VIDEOS IN THE NASDAQ NOV 17, 2022
'IN the Nasdaq' with Gary Shapiro of the Consumer Technology Association

Consumer Technology Association CEO Gary Shapiro sits down with InvestmentNews anchor Gregg Greenberg to discuss fintech innovation and the upcoming Consumer Electronics Show in Las Vegas.

'IN the Nasdaq' with David Rubenstein, founder of the Carlyle Group
VIDEOS IN THE NASDAQ NOV 17, 2022
'IN the Nasdaq' with David Rubenstein, founder of the Carlyle Group

Carlyle Group founder and author David Rubenstein sits down with InvestmentNews anchor Gregg Greenberg to discuss investing strategies and his new book, 'How to Invest.'

Choreo to acquire $1 billion Cherry Bekaert Wealth Management
NEWS RIAS NOV 16, 2022
Choreo to acquire $1 billion Cherry Bekaert Wealth Management

The deal expands Choreo’s footprint in the Southeast; the firm said it’s also entering a strategic relationship with an affiliated firm, Cherry Bekaert Advisory.

S&P to pay $2.5 million to settle SEC conflict-of-interest charges
YOUR PRACTICE PRACTICE MANAGEMENT NOV 15, 2022
S&P to pay $2.5 million to settle SEC conflict-of-interest charges

The securities watchdog’s order asserted that the rating of a mortgage-backed security deal in 2017 was at issue.

Merrill nabs $1 billion team from Citi
YOUR PRACTICE PRACTICE MANAGEMENT NOV 15, 2022
Merrill nabs $1 billion team from Citi

A team of four advisers in suburban New York is making the switch.

FPA honors three planners with awards
NEWS RIAS NOV 14, 2022
FPA honors three planners with awards

The ‘Heart of Financial Planning’ award to go to Shawn Jacobson, Mark Prendergast, Celeste Revelli.

Adviser managing $350 million at Morgan Stanley joins Linsco
NEWS BROKER DEALERS NOV 14, 2022
Adviser managing $350 million at Morgan Stanley joins Linsco

Tim Truebenbach will open an office for the LPL Financial unit in Tacoma, Washington.

A guide for the breakaway RIA
THE INVESTMENTNEWS PODCAST NOV 14, 2022
A guide for the breakaway RIA

Bruce and Jeff are joined by Chuck Failla of Sovereign Financial, who shares his own background as a breakaway RIA, his current success, and tips and tools to utilize when choosing a similar path.

Hub acquires $1 billion Oklahoma firm
RETIREMENT RETIREMENT PLANNING NOV 11, 2022
Hub acquires $1 billion Oklahoma firm

Chuck Fuller and Brian Carney, co-founders of Tulsa-based Bridgecreek, will join Hub Mid-America with their team.

FiComm, FMG partner to train advisers in digital marketing
YOUR PRACTICE FINTECH NOV 10, 2022
FiComm, FMG partner to train advisers in digital marketing

The training will help advisers improve their marketing, as well as teaching them to develop video content and launch podcasts and events.