Exclusive — LPL Financial has agreed to acquire rival independent broker-dealer Commonwealth Financial Network, according to sources with knowledge of the situation. A deal will be revealed as soon as Monday:
Citywire USA
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Breaking news, analysis & insights for RIAs, Professional Mutual Fund Buyers & Investors.
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Citywire USA helps RIAs, professional mutual fund buyers and investors around the world to Make Better Investments. We publish our own news, analysis and unique fund manager performance information that helps professional investors such as financial advisers, wealth managers and fund selectors make the best decisions about where to place their clients’ money. We've been around since 1999. In the intervening period we have expanded from a few people in a single serviced office to an operation with more than 200 people and offices in Munich, Hong Kong, Singapore, Milan and launching in the United States (New York, NY) in 2016. We are rather more than that now, expanding over the years to serve communities of financial advisers and fund buyers in the UK and across the world. But our values of independence and integrity – and helping people Make Better Investments? – remain the same. Follow us on our other social media platforms: Twitter: https://twitter.com/CitywireUSA Instagram: https://www.instagram.com/citywire.usa/ Facebook: https://www.facebook.com/pg/citywireusa
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https://www.citywireusa.com
Citywire USA的外部链接
- 所属行业
- 在线音视频媒体
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- 201-500 人
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- New York，NY
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Fund Analysis、Fund Manager Performance、Financial Industry News、Financial News和Financial Industry Events
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Citywire USA员工
动态
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Citywire USA转发了
RIAs and other regulated entities could face market risks and administrative delays as a result of staff departures at the SEC, analysts say.
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Citywire USA转发了
In our latest This Week in Wealth podcast, Ian Wenik and Andrew Foerch discuss their trip to Miami for the Future Proof Citywide conference, and a one-on-one interview with Joe Duran of Rise Growth Partners.
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Citywire USA转发了
Flourish revealed its first acquisition on Thursday, snapping up debt-optimization platform Sora Finance.
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Citywire USA转发了
The SEC said it would not recommend enforcement actions against advisors who advertise the gross performance of an investment within a portfolio, if they meet certain requirements.
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Citywire USA转发了
Citywire sat down with Rise Growth Partners managing partner Joe Duran at Future Proof’s Citywide conference. What's next for the RIA minority investor?
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Citywire USA转发了
Michael Marhofer, who has worked as outside counsel for Sequoia, recently joined the RIA as in-house general counsel.
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Citywire USA转发了
The proportion of financial advisors in the US who get paid on commissions is continuing to shrink, a new study from Cerulli found. https://lnkd.in/gpMQGtPd
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?????? ???????? ???? ???????????? ????????: ?? $5 ???????????????? ?????????????????????? Active ETFs are taking the spotlight, with assets expected to grow five-fold to $5 trillion by 2030. Franklin Templeton highlights why active ETFs are gaining attention: ? Active ETFs saw $286 billion in 2024 inflows. ? Franklin Templeton offers over 40 active ETFs with a proven track record. ? The ETF structure combines flexibility, tax efficiency, and cost benefits. Discover what this growth means for your portfolio??https://ow.ly/QSPe50VgmGT #ActiveETFs #Investing #FranklinTempleton #ETFStrategies This is sponsored content.
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Citywire USA转发了
In its annual Financial Advisor Transition Report, Diamond Consultants found that intra-channel movement was ‘far more likely’ than inter-channel travel.