Ex-Envestnet Exec to Head Cetera's RIA Blueprint Platform
By John ManganaroAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 29, 2025
BD Hit With Reg BI Fine Over Annuity ExchangesAAG Capital recommended swapping life insurance policies, fixed indexed annuities and VAs for more costly RILAs.
May 28, 2025
Let States Regulate Insurance AI, Industry Group SaysThe American InsurTech Council opposes efforts to restrict state oversight for 10 years.
May 28, 2025
RBC Wealth Lands $1.6B UBS GroupThe team comes on board in Boise, Idaho, with eight members.
May 28, 2025
Ritholtz Wealth Opens New Chicago OfficeThe new location hosts 13 full-time employees, with plans to expand soon.
May 28, 2025
F&G Annuities Cuts 192 JobsCompany executives have talked about the need to take a disciplined approach to operating expenses.
May 28, 2025
Two Client Couples Sue Advisor Over Risky StrategiesThe advisor recommended triple-leveraged ETFs and let an algorithm panic-sell clients' stocks, the suit alleges.
May 28, 2025
Ex-Marine Conned Fellow Veterans in Ponzi Scheme, SEC SaysChristopher Aubin is accused of defrauding 24 investors, including two veterans he served with, out of $2.5 million.