Edelman Accuses Prime Capital of Helping Advisors Take Client Info Edelman Accuses Prime Capital of Helping Advisors Take Client Info
WealthManagment.com Daily Memo | | | | | Edelman moved to add Prime Capital as a defendant in three ongoing lawsuits this week, arguing the firm helped departing advisors steal proprietary information and break non-solicitation vows. Read More > |
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| | | In a memo sent to AssetBook advisor clients, the performance reporting tech company said it planned to "combine operations" with CircleBlack “in the very near future.” Read More > |
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| | | Most recently, Melissa Karetny led the 18-month-long transition of First Republic Bank in the wake of its acquisition by JPMorgan. Read More > |
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| | | The nonprofit’s donors gave over $7.7 billion to charity. Read More > |
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