Jake Northrup caters to upper-income clients who don't subscribe to a 9-to-5, work-till-you're-65 mindset.
AFS Advisors is a Suwanee, Georgia-based registered investment adviser.
Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.
The RIA Lab panelists offered suggestions on how advisers can navigate the challenges and opportunities of technology integration.
The Ohio-based RIA's total ownership share in BWM rises to 33% after its initial investment two years ago.
The investment will help Truvestments share its Demogronomics model for investment management and client engagement on a larger scale.
The Canadian financial conglomerate acquired Newport Beach, California-based Corient Capital, while its earnings show its U.S. operations now represent its largest business segment.
The RIA aggregator reported that it finished 2021 with a bang, closing 22 deals in the fourth quarter alone. For the year, it hit a new high of 38 RIA transactions.
As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.
This month’s #AdviserTech roundup includes Wealthfront’s $1.4 billion acquisition by UBS, Gemini’s purchase of Bitria, and a couple of deals related to RIA compliance technology.
Blend Wealth's co-founders are using their own experiences to help other blended families get on the same page financially.
Sarasota-based Generations Wealth Planning is led by a father-and-son team, Rob and Kevin Lyons.
It's the agency's second round of Form CRS compliance cases. The SEC is encouraging firms to self-report delinquencies.
The $104 billion Chicago-based aggregator is going after a Seattle adviser for taking clients with him when he left a year ago.
The Orlando-based advisers will operate as Signature Wealth Partners and will serve high-net-worth individuals, pre-retirees and corporate executives.
The agreement brings Allworth’s total number of offices to 21 across the country.
Merchant's partnership structure continues to push into the RIA space with nearly 50 ownership stakes.
The Chicago-area advisory firm, Inspirion Wealth Advisors, will use equity infusion to develop next-generation planners and potentially make acquisitions.
Although wirehouses are shrinking, the study finds their reps have an average AUM of $198 million, versus an average of $88.1 million industrywide.
The Toronto-based company's business operations in the United States represent the largest and fastest-growing segment of the $304 billion financial conglomerate.
