Florida-based RIA Rossby Financial is also bolstering its appeal for tech-focused advisors with a new integration partnership.
Cerulli research reveals adoption among broker-dealers and wirehouses as investors seek inflation-beating returns.
The latest federal data release showed nonfarm payrolls increasing by 147,000, edging down but still in line with previous readings, while adjusting April and May figures upward.
Elsewhere, Sanctuary Wealth recently attracted a $225 million team from Edward Jones in Colorado.
The giant hybrid RIA is elevating its appeal to advisors with a curated suite of alternative investment models, offering exposure to private equity, private credit, and real estate.
The $40 billion RIA firm's latest West Coast deal brings a veteran with over 25 years of experience to its legacy division for succession-focused advisors.
Gordon Ross is stepping into the firm's leadership as deal momentum hits fever pitch in the RIA space.
CFA Institute research reveals hopes, fears, and plans for professional development, as well as where today's young adults are turning for job and money advice.
GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting tool for RIAs.
The Texas-based former advisor reportedly bilked clients out of millions of dollars, keeping them in the dark with doctored statements and a fake email domain.
