With industry growth accelerating, Schwab is extending its fee-based support program to a broader range of independent advisory firms.
The top-level changes come in the wake of the Aon-owned firm's divestment of Wealthspire and other affiliated wealth businesses to PE firm Madison Dearborn Partners.
Counting another deal in Massachusetts, the $26 billion RIA has just added more than $5 billion in assets, matching its full-2024 total.
The IBD's latest hire will drive its inorganic growth strategy while building on its momentum in recruitment.
Vince Curtin lifts the lid on the East Coast RIA's fiduciary focus, its employee ownership structure, and how it seeks opportunities "even in a very crowded marketplace.”
A 12% drop in aggregate art sales last year, which brought total transactions worldwide to $57.5 billion, belies generational and demographic shifts supporting the collectibles space.
The multimillion-dollar settlement follows findings that First Trust exceeded industry limits on non-cash perks and misled client firms about the extent of its spending.
Elsewhere, &Partners adds another Wells Fargo team in Texas, while MAI finalizes its acquisition of Evoke Advisors in LA.
Experience financial planner and educator D. Crystal Alford-Cooper is stepping in as the FPA names three new members for three-year terms.
The fast-growing fintech startup is deepening its RIA presence as it taps top execs from Mission Wealth and Cerity to further scale its advisor outreach and engagement capabilities.
