News, Vision & Voice for the Advisory Community
Amid postponed IPO, Dynasty Financial gets $50 million credit line, calling it 'dry powder' for 'strategic investments' and service upgrades
Vanguard shutters a factor ETF that bet on illiquidity as a long-term winner but cratered short term -- and the mega-manager lacked long-term resolve on it
Two years (almost) after leaving Orion, Hussain Zaidi debuts a new financial planning company with Eric Clarke as an investor
Addepar founder and chair Joe Lonsdale leaves 'stealth' mode with $145 million raise for Opto Investments, which is a blank-page technology startup in the Addepar alts orbit
Lawyers pull legal jiu jitsu on BlackRock TDF users with novel charge that the plan sponsors chose low-fee, high-rated funds as substitute for real fiduciary care
The Industry Sourcebook for RIAs
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