The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each Learn more...
The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each Learn more...
The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each other’s talents...
The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each other’s talents...
President Biden rarely talks about financial advisors directly. By our count, recent presidents have done so on average once a decade. So when financial advice is the sole reason he’s on the podium, we naturally devour every word. Last week, Biden introduced a Department of Labor rule proposal that would require more...
Alexandra Lebenthal, former CEO of Lebenthal & Co., has joined Rockefeller Capital Management as a managing director and senior banker in the firm’s strategic advisory division. At Rockefeller, “I will lead investment banking coverage for financial sponsors and continue my work with women-led and -owned businesses,” Lebenthal said in an...
Choreo, a Chicago-based registered investment advisor, is acquiring the wealth management business of accounting firm BDO USA, which oversees roughly $8.1 billion in assets under advisement or management, the firm announced Wednesday. The transaction closed Tuesday, the firm announced; terms were not disclosed. Choreo also announced that it is joining the...
Creative Planning said Tuesday that it is acquiring Chicago-based Mesirow’s corporate retirement plan team, which oversees more than 350 retirement plans with roughly $13 billion in assets under advisement and management. The announcement comes just a couple of months after Creative Planning struck a deal to acquire Goldman Sachs’ RIA,...
Last year was a lot like a Sunday evening — pleasant and satisfying, but with the clear and gathering notion of hard work ahead. Losses in the financial markets and continued inflation created the expectation over the year that dire times may be on the horizon. As a result,...
Michael Reynolds, principal at Elevation Financial, is an entrepreneur at heart, having built and sold multiple businesses over two decades, including a digital marketing agency. For 23 years, he helmed the agency as it evolved from a fledgling startup to a thriving small business. But burned out by red tape,...