Tim Hodge, an executive vice president of operations and technology solutions in Osaic, has left the company. Hodge is no longer listed on the executive site of Osaic, and his Brokercheck profile shows that he has not been registered in the firm since February 20th. Matt Schlueter, an executive vice president of products and platform,…

Hightower has rejected a lawsuit against Darren Riainig, a former Hightower adviser, claiming he violated non-competitive agreements and stole trade secrets from the firm when he left three years ago. In a statement of dismissal from the volunteer work filed with the Delaware District Court this week, Hightower said he was removing the lawsuit as…

Registered investment advisers began the year with high levels of optimism in the current and future state of the economy and the stock market. The optimism of the counselor in the stock market marked marginals upwards to start the year in a 126 reading, according to the Sentiment Ria Edge Advisor index (100 reflects a…

(Bloomberg) -Increase Private Funds Traded by Credit Exchange, including a Last launch By Apollo Global Management Inc. and State Street Corp., is not a surprise to the newly appointed co-president of Ares Management Corp., Kipp Deveer. Retail investors have long sought ways to engage in private loans more easily, often to benefit from higher yields….

(Bloomberg Opinion) -The President Donald Trump would like to offer migrants who want to work in the SH.BAgold cards“Akin with a green card, with a significant difference: the price label. A gold card would cost $ 5 million, compared to Government fees of $ 235 for a green card. It is a good idea, both…

A Dallas -centered adviser who once helped lead a high -production team on JP Morgan has left his firm in partnership with MoH Capital Advisors and his brokerage associated with Mrs. Howells & Co. Evan troops left JP morgan After more than 11 years to begin managing the capital's capital. It aims to build Ria…

Raymond James Financial this week joined a growing number of companies in the industry, including financial services firms, to add a major artificial intelligence official to his C-SUITE. The firm promoted Stuart Feld in the newly created post. Speaking forward, he will serve as the firm's main architect and will oversee the development and setting…

Morningsar profiled the best 15 reserves of creating the last decade. Some assets managers make notifications that push the distribution to the property channel. These are among the investments we need to read that we found this week for wealth advisers. Source link

Bogart wealth, a $ 3 billion registered Investment Advisor Backed by the Constation Wealth Capital, has hired a former strategy and RIA operations as president. FOUNDER James Bogart He will give up the title of his president Jeffrey Fuhrman, a former partner and president of $ 2.8 billion coastal councilors. Bogart, who will continue to…

Merchant, a New York -based investment firm offering Growth capital and other support For independent financial services firms, he has received a portion of minorities in a full -service CPA partially to provide his registered skills of investment advisers taxes, accounting and audit skills. Merchant, who has over 100 partner firms, has invested in Venning…