Coasting off its summer rebrand, the New Jersey-based RIA is leaning on its W2 advisor equity model and Rise Growth backing as it builds out a national footprint.
Experts hired by Tony Hsieh’s more than $500 million estate point to alleged forgeries, nonexistent witnesses, and missing records as they call for the document to be scrapped.
Elsewhere, mega-RIA Mercer Advisors expanded in Idaho with a female-led boutique firm, while AssetMark adds another $3 billion in client assets.
New estate and retirement income tools widen the planning playbook for Cetera’s 12,000 advisors, with an eye on tax, financial security, and multi-generational relationships.
Data show firms overwhelmingly "draft" and develop junior advisors in-house, but C-level leaders say senior hiring can bring strategic wins for ensemble-based practices.
Raymond James is turning to the longtime asset management executive to steer its multi-boutique platform while supporting an aggressive ETF build-out.
Launch comes amid post-GENIUS Act push by Wall Street firms to bring money-market strategies and collateral tools onto public blockchains.
An advisor quartet managing $300 million also joined an indie practice within Ameriprise, while Commonwealth Financial Group's latest hires include an ex-Citi Private Bank leader who previously oversaw $3.6 billion in client assets.
The $520 billion mega-RIA is handing the reins to Adam Birenbaum, with Michael Nathanson stepping into a board chair role for the firm's next growth phase.
Also, health-focused RIA Earned Wealth Advisors has added $1 billion in AUM, while a 25-year veteran Stifel advisor hops to Indivisible Partners.
