25 Oct, 2024 | Admin | No Comments
Hightower Drops Claim That Former Advisor Broke Non-Compete Clause
The RIA acquirer sued Lars Knudsen earlier this year, alleging the advisor broke his non-compete after he was fired. He believes Hightower dismissed the charges because it expected a judge to rule in his favor.
The deal comes a day after the private equity firm announced a majority stake in the $8.5 billion Americana Partners, a member of the Dynasty Financial Partners network.
25 Oct, 2024 | Admin | No Comments
WealthStack Roundup: eMoney Account Aggregation as a Standalone Product
Plus, automated wash sale features have been added to intelliflo redblack.
25 Oct, 2024 | Admin | No Comments
The WealthStack Podcast: How TAMPs Are Driving Tech Forward in Wealth Management
Kyle Wiggs, CEO of UX Wealth Partners, discusses the evolving role of TAMPs in wealth management.
25 Oct, 2024 | Admin | No Comments
CogniCor, Purveyor Of AI To Advisory Firms, Integrates Personalization Engine
The company's proprietary insights engine has been added to its Wealth Co-Pilot to help deliver personalized advice.
Nitrogen executives showed off platform updates that detail equity exposure and use artificial intelligence to convert client statements into actionable portfolios.
As the cost of capital comes down, the most active players in the RIA M&A space will invest more aggressively, according to the latest DeVoe & Company RIA Deal Book.
Fort Worth, Texas-based Melinda Johnston represents the second $1 billion-plus advisor to leave the wirehouse for Raymond James this week.
The success of societies and businesses depends on people's behavior.
Dougherty, Tedesco & Associates joined Osaic via the firm’s acquisition of Lincoln Financial’s wealth business, which closed in May.