Regions
Morningstar Wealth partners with Mabel Insights to improve MPS support
The firms said the collaboration will provide financial advisers with deeper insights
SEI partners with South African firm Mentenova to launch investment solutions
The partnership combines SEI’s actively managed strategies with Mentenova’s portfolio construction
Fairstone appoints former Aldermore Bank boss as new CEO
Steven Cooper takes over from Fairstone’s founder Lee Hartley
MAI Capital Management buys $570m California RIA
The full Summit team will remain in place after the acquisition completes
Financial planning | 15 Sep 25
Former Morgan Stanley adviser launches independent RIA
The firm is headquartered in Woodbury, Minnesota