RIA

Appointments

Sean Lindenbaum joins the firm

Dynasty Financial Partners Expands to Florida’s East Coast

By IreneValiente

• advisors
• Business
• Florida

Business

For Latin America and Florida

Inexco Opens Miami Office for US Offshore Business

By Marcelo Soba

• EE.UU.
• Florida
• Latam

Appointments

Over 500 million dollars in ...

Kandor Global Expands its International Infrastructure with Four New Team Additions

By MagdalenaMartinez

• Appointments
• United ...

Business

Miami-based

Kandor Global Partners with Summit Financial Holdings and Merchant Investment Management

By Marcelo Soba

• clients
• Latin ...
• RIA

Business

Consolidation for RIA custody business

Charles Schwab to Buy TD Ameritrade

By Gabriela Huerta

• Charles ...
• M&A
• RIA

Business

According to Cerulli

RIAs Continue to Win Marketshare, Growing at 6% While Wirehouses Shrink

By GabrielaHuerta

• Cerulli ...
• RIA

Business

Pershing Report

M&A Activity Among RIA Firms Remains Steady but Aligning Strategic Objectives More Important Than Ever

By administrador

• Pershing
• research
• RIA

Private Banking

Cerulli's Report

RIA and Dually Registered Assets Will Reach 28% Marketshare By 2018

By AliciaMiguel

• broker ...
• Business
• Cerulli

Private Banking

Cerulli Estimations

The Multi-Family Office Channel Controls More Than US$700bn in the U.S.

By AliciaMiguel

• Cerulli
• family ...
• family ...