Arnold is executive chairman of Stirlingshire Investments, which is both an independent B-D and RIA.
Also, Merrill and Wells Fargo each announced a spree of hiring, drawing experienced advisors managing more than $2 billion from across the East and West Coasts.
New Escalent research shows younger advisors are driving a shift away from self-built portfolios toward technology-enabled solutions.
A CFP with 27 years of experience joins Baird's Chandler office, the latest in a string of advisor additions fueling the firm's Southwest growth.
The deal gives Envestnet institutional-grade trading and tax technology alongside Vestmark's advisory client base
The AI-driven RIA has doubled its advisor base to over 150 this year and is on pace to top $100M in annual recurring revenue
New trading tools let advisors execute and rebalance client portfolios directly, while firms retain permission-based control.
New ADP-delivered solution gives small and mid-size businesses access to 3(38) fiduciary oversight and participant-level advice for one fee.
Boston Hill Advisors joins Hightower's national platform as the mega-RIA's latest Massachusetts move drives HTSW closer to its $50 billion target for 2026.
Feathery's Robin builds compliant operational workflows from plain-language instructions with no coding or IT teams required.
Nearly one in four newly minted billion-dollar startups this year operates in artificial intelligence, reshaping private market opportunity for advisors.
Two independent advisory firms merge within the RFG platform to form a $750 million wealth management practice.
LIMRA data show record RILA demand as advisors lean on guaranteed income to calm anxious clients.
The firm's multiyear sponsorship agreements with Duke and Oregon athletics put it in front of a new generation of high-potential NIL earners.
The move follows earlier dealmaking and leadership changes as the Overland Park-based hybrid RIA builds toward a nonprofit-focused institutional platform.
From building multigenerational relationships to entering new adult planning areas and building healthy financial habits, higher education can be a gateway for advisors to become trusted partners to families.
The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
