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Altruist vs. Altruist: RIA claims custodian violates his trademark

A Michigan RIA owner is suing the Los Angeles-based digital custodian, claiming it violates his trademark.

Michigan
United-states
California
Grand-rapids
Netherlands
Holland
William-mcnabb
Eric-haas
Jason-wenk
Jane-beckering
Altruist-financial
Altruist-corp

Canter Steps Down as President of Bluespring

David Canter will move

Tom-valverde
Josh-bartholomew
Stuart-silverman
David-canter
Successor-academy
Horizon-investments
Fidelity-institutional
Bluespring-wealth-partners

Former Vanguard CEO McNabb joins venture capital firm Venrock to guide advisor fintech investments

Former Vanguard CEO NcNabb has joined venture capital firm Venrock to guide the firm's investments in advisor fintech.

William-mcnabb
Nick-beim
Steven-lockshin
Mellon-pershing
John-bogle
John-brennan
Shareholders-service-group
Vanguard-group
Wharton-business-school
Charles-schwab-advisor-services
Advisor-services
Intel

More Than 90% Of Securian Advisors Join Cetera After Acquisition

About 91% of financial professionals from Securian Financial will join Cetera Financial after its acquired the former firm, representing about $50 million.

Denver
Colorado
United-states
Kansas
Kansas-city
Mike-durbin
Tom-taylor
July-henschen
Adam-antoniades
Jonathan-henschen
Securian-trust-company
Cetera-wealth-management-group

RIA with $3.1B leaving Schwab for Axos

An RIA with $31. billion in assets is leaving Schwab Advisor Services to move to Axos Advisor Services.

United-states
America
Mike-watson
Tony-mazzali
Mellon-pershing
Eugene-gino-derango
Charles-schwab
Schwab-advisor-services
Cg-advisor-network
Axos-advisor-services
Td-ameritrade
Labor-day

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