Cetera Consolidates Two RIAs
Cetera Investment Advisers will become the primary RIA for “legacy Cetera communities."
Source: wealthmanagement.com
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Top News In First Allied Today - Breaking & Trending Today
RIA Roundup: Savvy Scores Boston Advisor Managing $1B+ at Schwab
Savvy snaps up Schwab advisor, LaSalle St. adds Atria OSJ, Perigon buys Vegas shop, other news from Modern Wealth, Freestone Capital and Thurston Springer.
Source: wealthmanagement.com
Retirement Industry People Moves
CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives; and more.
Source: plansponsor.com
CRM firm Redtail Technology changes subscription model
Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
Source: financial-planning.com
Investor Slams Merger Between REITs Managed By Schorsch's AR Global
'Blackwells strongly opposes the cockamamie merger, and expects most other shareholders to do the same,' said the activist investor.
Source: wealthmanagement.com