Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.
Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
The high profitability seen last year proved especially rewarding to the owners and partners of top firms.
The asset manager's new platform is aimed at financial intermediaries who want to offer their clients customized separately managed accounts.
Advisers surveyed preferred that Republicans control Congress when it convenes in 2023 by a margin of 60% to 25%.
Smaller RIA sellers are driving the pace of deals toward another record year, according to Devoe & Co.'s report on third-quarter activity.
The RIA says a vote by the shareholders of the SPAC, Cartesian Growth Corp., to approve the deal has been scheduled for next month.
The father-son adviser team operate as Thannisch Wealth Management of Raymond James in Austin, Texas.
Frank Smith, an LPL veteran who's the firm's current president, will succeed Moore as chief executive in mid-January.
The deal for the Massachusetts firm marks the 59th acquisition for Raleigh, North Carolina-based Captrust.
Such a move can be the rocket fuel to grow a meaningful practice with long-term growth potential and a recession-proof business model.
The partnership with Valeas Capital Partners follows a 2020 partnership with Kudu Investment Management. Sequoia remains majority employee-owned.
The free, anonymous assessment takes about 20 minutes to complete, and Envestnet is building a comprehensive database from the findings.
Chris Albright’s Astra Wealth Advisors makes the move in Clarks Green, Pennsylvania.
The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.
The three-adviser, five-person team, Narragansett Bay Group, makes the switch in Providence, Rhode Island.
The promise of cold, hard cash tends to speed up time but how does that work in a bear market?
The four advisers, who make the switch in Fargo, North Dakota, provide high-net-worth families and businesses with wealth planning strategies.
Ash Chopra launches Syon Capital and most of the 10 professionals joining him in the move were team members at Merrill.
The women-led Lakeview Wealth Management, which is based in Deer Park, Illinois, offers retirement and financial planning services.
