The $250 billion RIA aggregator is adding Sonora Investment Management in Tucson, Arizona, and Collins Investment Group in Rockville, Maryland.
The deal adds to what is already a record-breaking pace of consolidation in the RIA space, with 100 deals announced in the first six months of 2021.
Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.
The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.
Seeing an opportunity to cater to an often-overlooked segment of potential clients, one adviser has made Generation X women her true calling.
The Toronto-based aggregator's acquisition of $2.6 billion Radnor Financial Advisors keeps CI on pace for a deal a month in 2021.
Amplify DTOX fund tracks an index of 78 companies that derive at least 80% of revenues from one of five cleaner living market segments.
Women Adviser Summit panelists say flexible work environments and instilling a sense of belonging are key.
When a medical doctor became a financial adviser, picking a niche was a no-brainer. Benold Financial Planning tends to the financial health of family doctors.
Private equity owner Kohlberg Kravis Roberts is cashing out after Focus shares climb 65% from the firm's 2018 IPO.
