Newest additions from firms including Morgan Stanley, Farther, and Valeo come as firm stresses tech-enabled independence.
Waverly is making its debut in Massachusetts as the $34 billion New York-based independent onboards an experienced veteran.
Shifting regulations, higher client expectations, and navigating growth challenges are just some of the issues confronting independent advisors.
The veteran leader with more than two decades of asset management industry experience is inheriting the role from Joe Sullivan as part of a planned succession.
The $31 billion RIA is getting a new foothold in California as it welcomes an experienced planning team in the San Francisco Bay Area.
Wealth.com is adding Cetera to its enterprise network as 401GO taps Mesirow to enhance its fiduciary service capabilities.
The two broker-dealer firms have expanded in Kansas and Georgia as they recruit defectors from Osaic and Edward Jones.
Apart from the new integration partnership, the two wealth tech firms have bolstered their cybersecurity cred by acquiring a key certification.
Clients who trust their advisors to always put their interests first are more likely to be loyal, according to research.
With Federal Reserve data showing the top half of households own almost all US assets, federal tax policy could spur even worse economic inequality.
