Displaying 4548 results
Carson Group green-lights just 4 bitcoin ETFs
The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.
Stratos Wealth signs $700M team from Osaic
Redwood City, California-based Pettinelli Financial Partners offers comprehensive planning for multigenerational households.
Cetera’s TRPG begins RIA integrations with acquisition of Kansas firm
Cetera is sharpening its focus on RIAs under CEO Mike Durbin.
Summit Partners enters RIA venture with former exec at First Republic
The former wealth head of the failed regional bank is building a new platform to attract high-net-worth wirehouse teams.
Mega-RIAs still winning out amid advisor growth surge: Cerulli
Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.
Dynasty Financial taps industry veteran Tim Oden
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
Has the wealth industry entered a new era of dealmaking?
Echelon Partners report shows RIAs continuing to gain market share in 2023, while private equity firms figured in three-fifths of transactions.
Former Northwestern Mutual advisor launches own RIA
California-based Greykasell Wealth Strategies provides planning services to high-net-worth individuals, families, and business owners.
Pathstone snaps up Crestone Capital in $3B deal
The employee-owned RIA will see its AUA balloon past $100 billion as it builds a 'true multi-generational family office experience.'
Mercer Advisors welcomes five RIA industry veterans
The new executives have experience at some of the biggest industry names.
Wealth management firms start off 2024 with M&A bang
A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports.
Perigon snags $425M advisor group
The addition of Prudeo Partners, an asset management and planning practice based in Pennsylvania and South Carolina, brings Perigon's AUM to $6.9B.
Conquering imposter syndrome
Reflecting on her unique experiences and family background gave Tremaine Wills the confidence to go big and really help women with financial literacy
RIAs struggle to keep up with ancillary services that clients want
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
Does private equity benefit RIAs?
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Helping advisors build their businesses
A combination of obsessive entrepreneurial spirit and a roller-coaster learning curve led William Huston to a unique niche within financial services.
New RIA co-op platform targets diversity gap
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Braxton encourages RIAs to see investing in diversity as a business strategy
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Controlling the controllables
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
NewEdge Wealth opens Atlanta office with JPMorgan team hire
New office is led by a 30-year veteran of the wealth management industry.
