Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
The addition of Prudeo Partners, an asset management and planning practice based in Pennsylvania and South Carolina, brings Perigon's AUM to $6.9B.
A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.
The DOL unit closed nearly 200 criminal investigations and recovered more than $840 million through formal enforcement actions.
Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.
The firm welcomed nearly $16B of new client assets in 2023 and 292 advisors.
The disgraced advisor fleeced more than 400 investors in a fraudulent 'private equity' fund over a 13-year period.
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
