News

JPMorgan Tells 1,000 First Republic Employees They'll Lose Their Jobs

Wealth Management May 26, 2023 | 17:54 pm

JPMorgan Chase offered full-time or transitional roles to almost 85% of the nearly 7,000 employees still working at First Republic when it collapsed.

RIA Roundup: Concurrent Launches Hybrid Platform with More Than $440M in New Assets

Wealth Management May 26, 2023 | 17:35 pm

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.

The RIA Sans CTO Technology Conundrum

Wealth Management May 26, 2023 | 17:02 pm

Milemarker CEO Kyle Van Pelt assured attendees at the WealthStack conference they shouldn’t be expected to run their firms and have the responsibilities and knowledge of a CTO. “You should be advisors,” he said.

Co-Founder and COO Ed Swenson to Depart Dynasty

Wealth Management May 26, 2023 | 16:16 pm

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

From Military Service to Financial Services: A Veteran's Journey of Serving Others

Wealth Management May 26, 2023 | 15:04 pm

Applying the lessons of honor and dedication to empower clients.

WealthStack Roundup: Nitrogen Survey Notes Attributes of High-Growth Firms

Wealth Management May 26, 2023 | 13:55 pm

Also, Zoe Financial selects BridgeFT WealthTech API and Daffy announces its open API for developers.

The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group

Wealth Management May 26, 2023 | 13:11 pm

The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.

13 Must Reads for Real Estate Investors for the Weekend (May 26, 2023)

Wealth Management May 26, 2023 | 12:55 pm

Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6 billion joint venture focused on retail assets. These are some must reads from around the real estate investment world heading into the weekend.