Articles tagged "Wealthspire"
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Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer
Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.
June 29, 2024 at 3:00 AM
Lawrence Calcano's new push to address RIAs' gripe about shopping alts on his software means getting providers to sell alts more like commodities, less like rare paintings
The CEO of iCapital knows RIAs and alts managers would benefit from selling more like Amazon or Kayak -- a tough sell to alts managers when snob appeal itself is a selling point.
June 30, 2023 at 2:45 AM
Forgoing 'crazy' offers, Greg Friedman is -- yes, surprisingly -- selling 100% of Private Ocean to a roll-up that is part old Bronfman Rothschild and part NFP-owned Sontag Advisory
The Wealthspire rollup will jump to near $17 billion after adding $2.7 billion from the formerly acquisitive San Rafael, Calif. RIA whose founder can't wait to be an employee, again.
