MAI Capital Management, the Cleveland-based registered investment advisor, has acquired a San Mateo, Calif.-based RIA just…
Tag: 30B
Kentucky Pensions Return Double Digits in Fiscal 2025, Assets Near $30B
The Kentucky Public Pension Authority announced fiscal year 2025 investment returns Wednesday for pension and insurance…
$30B Allworth Adds Active Investment Expertise; $3B Compound Lures 8 Advisors
Allworth Acquires Sister Firms in Indianapolis with Combined $1.5B in Assets Allworth Financial, a registered investment…
Lido Advisors Secures Investment from HPS, Aims for Growth Beyond $30B AUM
Lido Advisors has sold a stake to HPS Investment Partners, which joins prior investor Charlesbank Capital…
Wall Street Brokers Face $30B Revenue Risk from ETF Rule Change
(Bloomberg) — A potential regulatory shift in favor of the ETF industry is expected to shake up the…