The new offering, called Pershing X, is headed by Ainslie Simmonds and will enable RIAs to outsource almost all of their practice management needs, like client relationship and investment management tools.
DeBoer Financial Group is based in Roseville, California, just a few miles from Allworth.
The broker-dealer cut ties with Eileen Cure in the wake of allegations of racism on social media. She is now part of a small RIA, Wealth Management of Kentucky.
Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.
The addition of Covenant Multifamily Offices expands Captrust's Texas footprint and adds $2.6 billion under management.
Ricky Moore’s Oak Financial Group in Angleton, Texas, had been with Sagepoint for seven years.
After a record-setting third quarter of 78 deals, Echelon Partners' data showed 2021 has already beaten last year's record for RIA transactions.
The RIA industry has witnessed incredible growth in the past decade, but custodians, too, are looking to cash in on recent trends, like increased client access to alternative assets and digital currencies.
Executives from the largest custodians offered Michael Kitces the opportunity to debate his ideas for restructuring custody fees. Kitces took to Twitter to accept the challenge.
The Rockford, Illinois-based RIA says the infusion of capital from the private investment firm will bolster its acquisitions and growth strategy.
Scottsdale, Arizona-based Integrated Wealth Management has a 10-person team.
Ullmann Wealth Partners, with $582 million in client assets, is the 28th acquisition Focus Financial Partners has made this year.
Only about 2% to 3% of all SEC-registered RIA firms are involved in a change of ownership, implying the business is quite stable, say panelists at the virtual conference.
Vaughn Wealth Management advises on $250 million in assets.
RetireOne's contingent deferred annuity for the registered investment adviser market includes about 200 mutual funds, ETFs and model portfolios.
Nick Murphy launches Counterweight Private Wealth in Raleigh, N.C., using TruClarity as its RIA platform.
The Chicago-based RIA is buying an undisclosed interest in Punta Gorda-based Landsberg Bennett, which manages $1 billion.
The compliance friction points that advisers detest the most are almost always centered around marketing.
Stonegate Capital Advisors will merge with the firm’s existing office in Scottsdale, Arizona.
Christopher and Michelle Mackin are leveraging their love for the outdoors into a focused advisory practice.
