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

Ameritas Advisory Services LLC boosted its position in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 10.2% in the fourth quarter, Holdings Channel reports.

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

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 ...

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 ...

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

The Social Security Fairness Act of 2024 removes the Windfall Elimination Provision and Government Pension Offset rules, benefiting nearly 3 million r ...

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 ...

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