Towson Wealth Management joins Merit Financial after advisors received equity stakes as part of their transition package
Creative Planning's CEO holds a wide lead at the halfway mark of two $1 million charity wagers from five years ago.
ESG-focused Longwave Financial, approaching $1B AUM, acquired Seattle-based MG Financial and hired a client services manager from an LPL-affiliated firm.
The Sallie Krawcheck-founded firm's increase reflects a 52% surge in average advisor retainer fees since 2023
Herb Achey is the latest Bank of America Private Bank alumnus to land at the Tampa RIA serving UHNW families.
Nearly half of surveyed RIAs use AI to write job descriptions and more than a third use AI to develop interview questions.
As wirehouses and broker-dealers keep losing advisors and assets to RIA channels, industry leaders say the decade-long migration is still only in its early innings
Envestnet Wealth Trading replaces legacy FolioDynamix tools with a unified platform built for portfolio-wide rebalancing
The mega-RIA's new program targets next-gen advisors and staff, but one recruiter calls equity offers "lottery tickets."
The mega-RIA's Humanity Labs deal aims to free advisors from back-office work, costing $50,000 per year for each of the 700 bots that make up Mariner's AI workforce.
