Five years since its inception, the fast-growing RIA platform with $80 billion in assets is bringing in James Jesse to steer its next phase of expansion.
The mega-RIA and serial consolidator now has more than $131 billion in assets as it adds a veteran-led practice in the Midwest.
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
Thanks to splashy IPOs, fabulous inheritances, and slow-and-steady 401(k) saving, it seems being an affluent or ultra-rich individual doesn't carry the same elite status as it once did.
Six in 10 non-retired Gen Xers are just now realizing the urgency to get ready, with an even more overwhelming majority seeing soaring living costs as a barrier to a comfortable retirement.
The deal in Maryland adds a decades-old planning practice, led by a father-son tandem, to MAI Capital Management's network
Most advisors see double-digit upside for the S&P 500 next year, as well as risks of a correction, at least two Fed cuts, and geopolitical uncertainty.
Combs’ move to the banking giant's new Security and Resiliency Initiative reshapes leadership at Berkshire Hathaway as Warren Buffett's retirement draws near.
The new Aria portal pulls in technology from Luma and SUBSCRIBE as advisors look to streamline workflows across public and private markets.
SEC says the former broker and RIA rep ruined several clients – including military officers and a retired civil servant – as he falsely claimed a winning trading history in trading and promised high fixed returns.
