AI vs. human advice: which one wins consumers’ trust?
New Finra research peels back the layers on consumer sentiment and use of artificial intelligence for financial and investment advice.
BNY Mellon unveils one-stop offering for advisor investment solutions
The asset management giant’s new offering brings together managed accounts, asset allocation, custody and clearance, and other capabilities from across its ecosystem.
Allworth extends growth push with storied California firm
The $1B practice, founded in 1965, extends the national RIA's footprint to 42 office locations and roughly $22B in client assets.
Billion-dollar advisors break away from Merrill with RIA launch
Based in Southern California, the newly founded Alteri Wealth offers wealth and family office services to a broad swath of HNW and UHNW investors.
LPL nabs $265M advisor from Edward Jones
The broker-dealer giant is expanding its presence in New Mexico as it helps launch an independent multigenerational practice.
Beacon Pointe boosts Pacific Northwest presence with $775M RIA
The firm is doubling down on Seattle’s high-net-worth market by welcoming a veteran-led team with a focus on physicians.
Avantax welcomes ex-Ameriprise advisor in “full circle” moment
With a reported $120M in client assets, the latest breakaway to join the tax-focused Cetera subsidiary brings with her two decades of experience.
Wealth Enhancement Group swipes $658M team from Raymond James
The independent RIA marks the firm’s sixth deal for 2024, and its first incursion into the state of Michigan.
Stratos strengthens Ohio presence with family-owned firm
Led by a veteran with more than three decades of experience, the multigenerational team manages $120M for clients in Cleveland and beyond.
How can advisors unlock relationships with high-growth client segments?
State Street survey of hybrid, millennial, Gen X and women investors offers cluse for advisors to seize opportunities.