From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
After beating its growth deadlines, the employee-owned firm is advancing its PE-free strategy with a streamlined executive structure and newly developed roles.
The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.
The RIA custody giant logged a 23% yearly increase in trading revenue, totaling nearly $1 billion for the quarter, as the April selloff and subsequent rebound saw an investing frenzy.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
A new PitchBook analysis unpacks sticking points relating to liquidity, costs, and litigation risk for would-be investors and plan sponsors.
The distinguished academic and former president of the Financial Planning Association is set to take the helm in 2027.
Patrick McGlothin steps in as managing director at NewEdge from Morgan Stanley, while Kiley Barnhorst MacDonald brings 30 years' experience to her new role at Whittier Trust.
The collaboration will give RIAs yet another access point into the alternatives space through a new unified managed account capability.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
