Morningstar, Morgan Stanley adopt new content management tool

Morningstar, Morgan Stanley and T. Rowe Price announced on Tuesday the adoption of a new technology launched by fintech startup 4U Platform that provides the financial advisory industry an online portal to approve marketing content.  Any piece of content an asset manager curates for advisers,…

Creative Planning acquires $530 million RIA

Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $48 billion, has acquired Starfire Investment Advisers, a Southfield, Michigan, RIA managing $530 million. Starfire was founded 29 years ago.   The deal is Creative Planning’s eighth acquisition this year, and follows last Tuesday’s announcement…

Mercer acquires $330 million RIA

Founders sell Los Angeles-based Argosy Wealth Management
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Wells Fargo to cut its dividend

Other big banks are maintaining their dividend payments in the wake of new Fed restrictions
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How Reg BI is changing the technology landscape

From multifunctional dashboards to an increase in demand for robo-advisers, the industry’s appetite for innovation has only increased with new regulation
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