practice management
Clearing It Up
Custodians and clearing firms: It’s a whole new ball game for the retirement
plan RIA
Reported by Elayne Robertson Demby
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Treasury Secondary Transaction Rule Finalized by SEC
The rule requires more trades to be centrally cleared and is intended to improve market transparency and liquidity.
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2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.
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CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...