BREAKING NEWS: Bitcoin ETFs Receive SEC Approval
On January 10, 2024, in a long-awaited move that has sent shockwaves through the financial landscape, the U.S. Securities and Exchange Commission (SEC) has...
Multi-family office RIA Caprock Makes Grey Street Capital its First Acquisition
Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets.
The deal...
Money Management Institute Launches Program for NexGen Investment Professionals
The Money Management Institute (MMI) has launched a three-week development program called Academy for investment professionals in the early stages of their careers. Academy...
Binah Begins: Merger Creates New Public Wealth Management Firm
Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...
Tim Bowman Becomes New Chief Financial Officer for Realta Wealth
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...