Wealth Management

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Altruist is now valued at more than $1.5 billion.
NAIFA said the rule would force retirement planners into a fee-for-service model.
A report by Echelon Partners found that this was the second-most-active first quarter on record.
The announcement is another indicator of the growing popularity of private credit and customized alt platforms within wealth management.
Burt White, Carson’s chief strategy officer, will take the reins.
The company also announced three executive appointments.
Company founder Jason Wenk called the published fee hikes a “miscommunication” and “embarrassing.”
Cash-rich iCapital aims to increase end-to-end support for alternative investments.