Founder Brian McDonald wants to equip advisors to manage clients’ growing stock-based wealth, making equity compensation a core part of financial advice.
iCapital CEO Lawrence Calcano tells InvestmentNews how access to these type of investments is no longer restricted to billionaires.
CEO says the firm's national footprint is taking shape with a pipeline of mid-sized RIA acquisitions fueled by Joe Duran's Rise Growth Partners.
Firm emphasizes finding the right cultural and fiduciary fit to fuel its ultra-high-net-worth growth strategy.
Annuity sales are at record highs, nearly doubling since 2020. Private equity, shifting advisor fee models and an evolving regulatory landscape, are reshaping how insurers and distributors keep pace.
As Robinhood's digital advisor passes $1 billion AUM, CIO Steph Guild tells InvestmentNews of her long-term goal to offer its portfolios to the TradePMR platform.
Robinhood, Morningstar, Coinbase, and Chime were among the financial service providers impacted by this week's outage at Amazon Web Services.
CEO Jason Wenk says Altruist's 15% staff reduction wasn't cost-driven but a strategic move to prioritize resources as the RIA custodian battles giants Schwab and Fidelity for market share.
At InvestmentNews' Women Advisor Summit in New York City, branding specialist Diana Oddi challenged advisors to embrace specialization as a growth strategy — not a limitation.
From on-off sale talk to organic growth rate rumors, what's going on at $308 billion RIA?
