Ballentine Partners LLC purchased a new stake in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) during the 4th quarter, ...

Wahlen participated in more than 50 M&A transactions during his tenure at Captrust, which he joined in 2018 as a senior associate for recruiting and acquisitions, according to his LinkedIn page. In ...

David Wahlen will seek out potential new deals and help the leadership smooth the onboarding process for advisory firms.

CACI International (NYSE:CACI – Get Free Report) was downgraded by analysts at StockNews.com from a “buy” rating to a “hold” rating in a report released on Saturday. Several other brokerages also ...

Kathryn McCall, a CFP and financial adviser with CAPTRUST, highlights how individuals previously affected due to shifting from private to public sector roles will now receive fair compensation without ...

With deep experience and wide connections, the top-ranked RIA 's latest hire from Captrust extends its streak of strategic executive recruitments.

In this part of the market, life insurance products are generally tied into estate planning needs,' explains Hollander.

The Social Security Fairness Act, recently signed by President Joe Biden, has eliminated the Government Pension Offset and ...

The Social Security Fairness Act of 2024 removes the Windfall Elimination Provision and Government Pension Offset rules, benefiting nearly 3 million retired public service employees with increased and ...

InvestmentNews’ inaugural 5-Star Wealth Management Teams is still open for entries. We invite you to participate before the deadline on Friday, February 7. The report will showcase the best teams who ...

Riad Sattouf’s saga of his parents’ failed bicultural marriage, with its harsh depiction of life in rural Syria, has become a literary sensation. By Richard Fausset A popular TV host ...