The national RIA’s addition in Tampa, led by a 24-year industry veteran, pushes its AUM up to $3.7B.
The broker-dealer giant’s latest addition is breaking away from his private banking roots to join LPL’s HNW employee advisor division.
The $102B global wealth manager and Franklin Templeton subsidiary’s latest hire brings a solid record and expertise in multi-generational relationships to his role.
Latest annual research offers a glimpse into the expectations, values, and other undercurrents driving the $90T wealth wave across generations.
Polling of nearly 500 advisors from IBDs, RIAs, and other firms finds four-fifths forecasting at least a 5 percent advance this year.
The latest addition to the independent wealth giant’s employee advisor unit comes after managing a reported $140M at his former firm.
The tuck-in transaction adds a breakaway advisor to one of the hybrid RIA’s partner firms, bringing it past the $200M AUM mark.
Texas-headquartered Shane Hall Financial adds $169M to the national wealth giant's expansive network.
The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.
The advisor fintech provider’s latest update helps promote better financial behavior among clients with specific goal-setting functionality.