Also, wealth.com enters Commonwealth's tech stack, while Tifin@work announces an expanded partnership.
Larry Sprung from Mitlin Financial explains his connection with the literary niche, why romance novelists don't fit into one single investing mold, and how writing his own book has helped fuel growth at his practice.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The Minneapolis-based minority investor for RIAs and breakaways is also welcoming a former UnitedHealth CFO to support its inorganic growth strategy.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
The Chicago-headquartered RIA giant with more than $300 billion in AUM officially welcomes its new CEO as Bob Oros steps back as part of a planned succession.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
