Ameriprise recruits a Wells Fargo team and UBS team. Creative Planning Inc. announced the acquisition of Coe Financial Services. Social Finance Inc has agreed to acquire Galileo Financial Technologies for $1.2 billion in cash and stock. Docupace announced the launch of its new Reg BI and Form CRS digital solution. BNY Mellon Investment Management announced the expansion of its investment solutions line-up with the introduction of eight ETFs. Envestnet announced a special free offer of its MyBlocks financial planning tool, by Envestnet | MoneyGuide, to give consumers access to planning solutions. Addepar announced an Addepar Assurance program for new clients.
Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Coe Financial Services, an RIA firm located in Wichita, Kansas. Coe Financial Services provides comprehensive financial planning and investment management for clients with approximately $126 million in Assets Under Management.
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Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and advisors to quickly adopt and implement Docupace into their practices for greater and more efficient service offerings.
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Online student lender Social Finance Inc has agreed to acquire payments and banking technology provider Galileo Financial Technologies for $1.2 billion in cash and stock, the companies said on Tuesday.
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BNY Mellon Investment Management, one of the world’s largest asset managers with $1.9 trillion in assets under management1, announced the expansion of its investment solutions line-up with the introduction of eight Exchange-Traded Funds (ETFs) designed to cover the core exposures in a typical asset allocation strategy.
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Ameriprise snags two wirehouse teams with $286 million. Even as the global pandemic continues to spread, Ameriprise recruits a Wells Fargo team and UBS team.
The recruiting wars continue, even in the midst of COVID-19. Ameriprise Financial has added two teams to its employee channel, including father-son team Robert Arthur Bonwell Sr. and Robert Arthur Bonwell Jr., who join from Wells Fargo Advisors in Charleston, W.Va., and Jim Buzgo, a Boston-based advisor who left UBS.
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Envestnet announced a special free offer of its MyBlocks financial planning tool, by Envestnet | MoneyGuide, to give consumers access to planning solutions that they can explore on their own through a financial advisor.
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Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions.
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