Kestra Scores $600M NYC Firm
Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives through iCapital partnership.
Source: wealthmanagement.com
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Retirement Industry People Moves
Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more.
Source: plansponsor.com
Ex-LPL branch Level Four acquires Mid-Atlantic Securities
Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.
Source: financial-planning.com
Ram Nagappan Invests in AI-Powered Digital Assistant Startup Cognicor
It was also announced that insurtech expert Toan Huynh was joining CogniCor's advisory board.
Source: wealthmanagement.com
AI-Business Automation Leader CogniCor Expands Advisory Board and Attracts New Investors
/PRNewswire/ -- CogniCor, the Morgan Stanley-backed provider of artificial intelligence-powered business automation and learning platforms for highly regulated...
Source: prnewswire.com