Annuity data firm Cannex inks partnership with Luma
The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.
Active ETF strategies are in the driver’s seat
New global ETF survey finds 78 percent of investors planning to boost exposures to actively managed strategies, with 70 percent eyeing more active fixed income.
Orion taps fintech vet Ron Pruitt as new president
The industry veteran brings an extensive wealth of experience built up over 25 years, including a key executive position at Envestnet.
More than half of peak 65 Americans “almost certain” to outlive their savings
Research from the Alliance for Lifetime Income reveals widespread concerns on Social Security, and growing risks for the “sandwich” generation.
Commonwealth sharpens HNW focus with iCapital partnership
The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.
Fairport Wealth extends farewell to industry icon Heather Ettinger
The visionary leader and crusader for women’s financial progress has been instrumental in the Ohio-based RIA’s growth since inception.
Waverly snaps up $310M advisory firm in Georgia
The deal gives the growth-focused RIA’s 20th location in the US, and its 14th transaction since receiving a significant equity investment.
LPL swipes $705M advisor duo from Merrill Lynch
The breakaway pair are joining the brokerage giant’s HNW-focused employee advisor arm in Oklahoma.
Modern Wealth marks first anniversary with twin acquisitions
The RIA aggregator caps off its first year of strategic growth by snapping up two East Coast firms worth more than $570M in assets combined.
Caprock drafts ex-NFL pro to advance growth ambitions
The ultra-high-net-worth RIA is tapping a former wide receiver for the Denver Broncos to advance into new markets.