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News from wealthmanagement.com

See all of wealthmanagement.com’s headline news. Compare how the top news stories are covered by left-wing and right-wing news sources.

In total, 413 have been published by wealthmanagement.com which Ground News has aggregated in the past 3 months.

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Top wealthmanagement.com News

Cetera Launches Dedicated RIA and Branches Channel to Be Led by Wealth Management Industry Veteran Jen Hanau

United States · United States

Cetera Launches Dedicated RIA and Branches Channel to Be Led by Wealth Management Industry Veteran Jen Hanau

100% Center coverage: 5 sources

/PRNewswire/ -- Cetera today announced the launch of its Registered Investment Adviser (RIA) and Branches Channel, further expanding Cetera's commitment to...See the Story

CFP Board Convenes AI Working Group

Washington State · Washington

CFP Board Convenes AI Working Group

100% Center coverage: 1 sources

WASHINGTON--(BUSINESS WIRE)--Jun 11, 2025-See the Story

Natixis Survey Finds Diminished Confidence Among Individual Investors

Natixis Survey Finds Diminished Confidence Among Individual Investors

100% Right coverage: 1 sources

A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.See the Story

FTSE Russell, StepStone Plan to Team Up on Private Market Indices

FTSE Russell, an LSEG business, and alternative asset manager StepStone Group signed a proposed partnership agreement to develop private asset indices, data and analytics products.BlackRock See the Story

Vanguard Files for ETF Share Class Approval

100% Center coverage: 1 sources

Vanguard, long above the dual share class fray, has officially joined it. On Wednesday night, it filed for exemptive relief to offer an ETF share class of its legacy active mutual funds. The move makes Vanguard — previously the only company allowed to provide dual share class ETFs — the latest to file. (Vanguard uses dual share classes for its passive index funds, but this would bring the structure to actively managed funds.) The move marks an i…SEC · United States See the Story

Why RIA Buyers Prioritize Firms with Engaged G2 Leadership

RIA acquirers and M&A consultants speaking at Wealth Management Edge said firms with G2 leaders, including equity stakeholders, are often more desirable targets and will fetch a higher value.Read Article

SEC Withdraws AI and ESG Rules for Investment Advisors

The withdrawn rules cover various complicated issues that impact RIAs, including AI, ESG, cybersecurity and safeguarding client assets. One attorney claimed the SEC’s decision would be a “relief” to smaller advisors.Artificial Intelligence · United States Read Article

RBC Wealth Management Attracts $1.1 Billion in Assets from UBS Advisors

Three UBS advisors managing $1.1 billion in client assets join RBC Wealth Management, continuing a trend of recent high-profile recruits from competitors.Toronto, ON · Toronto Read Article

Nine Wealth Management Achieves CISI Chartered Firm™ Status

The Chartered Institute for Securities & Investment (CISI) is delighted to confirm that Nine Wealth Management has achieved CISI Chartered Firm™ status. CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism. Firms must meet several rigorous criteria to achieve the prestigious accreditation, including having an appropriate professional development programme that alig…United States · United States See the Story

RIAs Of the Future Will Be Focused on Growing Revenue, Not Just Assets

RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.Read Article

A $300,000 College Tour

Planning a college tour with your teenager can be a logistical nightmare.Read Article

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