Record number of Americans to bet on NFL this season

Buffalo Bills quarterback Josh Allen (17) runs the ball during the AFC Divisional Round playoff game against the Kansas City Chiefs on January 23rd, 2022 at Arrowhead Stadium in Kansas City, Missouri.William Purnell | Icon Sportswire | Getty ImagesAs legalized sports gambling expands across the U.S., a record 73.5...

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Implications of the SEC rulemaking agenda

Outsourcing. Custody. Cybersecurity. Data privacy. Private funds. Predictive data analytics. And much more. The SEC’s ambitious and fast-paced rulemaking agenda will have significant consequences — foreseen and unforeseen — for investment advisors, investors, service providers, and the markets more broadly. In just over 18 months, the SEC has proposed or...

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Three wealth firms complete M&A to boost assets by more than $16B

September has got underway with several wealth firms announcing the completion of mergers and acquisitions, involving firms with combined assets under administration or management of more than $16 billion. The largest of the completed deals is Atria Wealth Solutions, Inc.’s acquisition of Grove Point Financial, LLC, adding $15 billion AUA...

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Raymond James adds $317M wealth advisory team

Raymond James Financial Services has added a new team to its financial institutions division, expanding the reach of its investment and wealth management services. The three financial advisors and four associates from Plains State Bank in Houston and Cypress, Texas, will operate as Core+ Financial Strategies and were previously affiliated...

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