Franklin Templeton Hire Doubles Down on Wealth Channel

Published on November 1, 2024

The asset manager has appointed a new global COO to support its wealth management alts business.

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B. Riley to Sell Portion of Wealth-Management Unit to Stifel

November 1, 2024
The transaction doesn’t include B. Riley’s roughly 190 independent advisers or its 90 tax professionals.

WealthStack Roundup: Pete Hess Joins PureFacts as President 

November 1, 2024
The former Advent CEO will run day-to-day operations at PureFacts and new integrations at Flourish and MaxMyInterest.