Personal Portfolio, a hybrid based in Redwood City, California that oversees more than $300 million, has changed its broker-dealer affiliation and advisory platform from Investment Architects, based in Petaluma, California, to Atlanta-based Arkadios Capital.
Personal Portfolio is led by John H. McKee, a certified public accountant, and provides services to 800 client households.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
