Modera Merges With $3.8B North Carolina RIA Parsec Financial
Parsec brings about $3.8 billion in AUM, raising Modera’s assets to $10.5 billion and creating one of the largest RIAs on the East Coast.
Read moreParsec brings about $3.8 billion in AUM, raising Modera’s assets to $10.5 billion and creating one of the largest RIAs on the East Coast.
Read moreSome of the bigger players are still making deals. But the majority are waiting for market dislocation to work itself out so they can take advantage of the resulting bargains.
Read moreThe race to implement AI technologies is producing another burst of activity in the data center sector, reports Bisnow. Forbes examines the implications of Vornado choosing to suspend its dividend. These are among the must reads from around the...
Read moreThe Cynosure Group’s plans to build an RIA for wealthy clients got a fortuitous boost in the wake of Silicon Valley Bank’s downfall, even as its chairman has come under scrutiny for his role in the collapse.
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Read moreCI Financial says it will use the profits from selling a minority stake in $5 billion AUM Congress to pay down debt. Meanwhile, Captrust, Allworth Financial, Wealth Enhancement Group, Sanctuary Wealth and MAI announced transactions representing...
Read moreThe Friedman Peters Group has more than $400 million in managed assets and will join RBC’s San Francisco location, following several other additions in the Golden State earlier this month.
Read moreThe inflation-linked securities offers a tax-advantaged way to prepare for your child’s future.
Read more“Cash is no longer trash.”
Read moreNew features include additions to portfolio analytics and model portfolios from BlackRock, Clark Capital, Fidelity and T. Rowe Price.
Read morePortfolio construction in uncertain markets needs to include non-U.S. stocks, securitized debt, liquid and illiquid alternatives, according to speakers at the Morningstar Investment Conference.
Read moreeCIO founder Rob Roquitte discusses why in the post-pandemic, virtual world the one-size-fits-all service model does not work anymore.
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