Leo Almazora
The second-generation advisor and former hedge fund analyst reported managing $85 million in assets at the wirehouse.
The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.
Devoe & Company research reveals uptick in transactions as succession challenges, quest for talent, and growth ambitions persist.
The New York-based RIA is extending its Midwestern presence with plans to acquire the $420M independent serving multigenerational clients.
The five-advisor group based in Massachusetts has joined the firm’s independent advisor unit after being affiliated with Commonwealth.
The North Carolina-based wealth firm is expanding its private equity, private debt, private real estate options for qualified individuals and institutions.
The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.
The deal for the Orange County, California-based firm’s wealth business is set to add around 125 advisors to LPL.
The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.
New analysis projects higher account balance ratios for qualified participants, particularly Black women who max out their contributions.
