The veteran-founded firm officially launches its “Bridge Builder to Independence” model with the arrival of a former $275 million wirehouse advisor.
The employee-owned wealth firm’s latest addition previously managed north of $185M at the wirehouse.
Wealthtech titan to be snapped up in a transaction that also includes Reverence Capital, BlackRock, Fidelity, and other strategic partners.
The RIA aggregator’s ninth acquisition in 14 months also represents its first foray into the South as it gains a foothold in Tennessee.
The national RIA has officially exceeded $6B in advisory assets while gaining its first foothold in Oregon.
After two years of supercharged growth, the RIA aggregator is refreshing its brand to entice more independent wealth practices.
Survey research showcases the value of financial advice for high-net-worth individuals, Black Americans, and next-gen investors.
The magnitude of Keith Gill’s recently revealed meme stock positions has investing leaders and experts scratching their heads.
The firm breached Finra rules when it directed some $2.9M in compensation to go to an unregistered entity, the regulator said.
The global fintech provider is taking a new tack on personalization with a new integration partnership.
