Matthew Sellers

Matthew Sellers
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Rockefeller Capital Management continues expansion as more wealth advisors join the team
NEWS WIREHOUSES AUG 14, 2023
Rockefeller Capital Management continues expansion as more wealth advisors join the team

Firm has big plans for growth, acquisitions.

Real estate surges to new record value
YOUR PRACTICE PRACTICE MANAGEMENT AUG 11, 2023
Real estate surges to new record value

But not everyone is a winner – and here’s why.

Pension fund shareholder suit against Dimon, JPMorgan Chase board fails
RETIREMENT RETIREMENT PLANNING AUG 10, 2023
Pension fund shareholder suit against Dimon, JPMorgan Chase board fails

Judge rules on Epstein-related lawsuit.

Interest rate hikes, jobs forecast, commercial property death spiral, equity-risk premium worries
NEWS INDUSTRY NEWS JUL 31, 2023
Interest rate hikes, jobs forecast, commercial property death spiral, equity-risk premium worries

What you need to know for the week ahead.

Another major bank/broker-dealer hit by SEC action
NEWS REGULATION AND LEGISLATION JUL 28, 2023
Another major bank/broker-dealer hit by SEC action

Big fine expected as the agency looks for another scalp.

Edward Jones named in potential Canadian class action
YOUR PRACTICE FINTECH JUL 27, 2023
Edward Jones named in potential Canadian class action

Investors join nationwide law firm suit.

Playboy Race Team-linked financial advisor who defrauded NHL players in court again
NEWS REGULATION AND LEGISLATION JUL 27, 2023
Playboy Race Team-linked financial advisor who defrauded NHL players in court again

Clients included Stanley Cup champions, other NHL stars.

$425 million advisory team jumps to LPL from Merrill
NEWS BROKER DEALERS JUL 26, 2023
$425 million advisory team jumps to LPL from Merrill

Woman-led firm sets up independent practice in Washington state.

"Our glass is half empty" — why your clients are worried
RETIREMENT RETIREMENT PLANNING JUL 26, 2023
"Our glass is half empty" — why your clients are worried

It's not just older workers who are concerned about their ability to save for retirement.

Lenders announce merger as shockwaves from SVB collapse rumble on
NEWS INDUSTRY NEWS JUL 26, 2023
Lenders announce merger as shockwaves from SVB collapse rumble on

Two California-based banks reach agreement.