The $7B RIA has launched a dedicated wealth unit, led by a respected authority and backed by family offices in a key market.
The independent RIA unveils leadership additions, including its first-ever chief technology officer, in a redoubled commitment to attract top talent.
Severing a 22-year-old affiliation, the advisory firm with a comprehensive planning focus will serve as an OSJ at the IBD and RIA giant.
The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.
The venture co-founded with Mark Penske, which will take strategic stakes in independent partner firms, is starting strong with a deal to snap up a $3.4B OCIO.
The independent RIA is helping more employers offer retirement benefits with cost-effective 401(k) and PEP plan options.
The fintech provider’s new tools let RIA clients automate tax-savings strategies, including tax-loss harvesting and gains deferrals.
As CIO, Welch brings more than 25 years of experience, including time at WisdomTree and Dynasty Financial Partners.
The ultra-high-net-worth RIA’s latest hire comes with experience from TIAA/Nuveen, UBS, Barclays, and the Federal Reserve Bank of New York.
Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.
