Cerulli research finds billion-dollar RIAs shifting focus from M&A to organic growth, with referrals and data projects taking center stage.
The Wall Street giant's revised agreement with the data aggregator introduces formal pricing, raising fresh questions about the cost and control of consumer financial data.
The Atlanta-based RIA's latest hire is stepping into the newly created C-level position from Compound Planning, where he served for just over a year.
Also, Carson adds an experience advisor from Northwestern Mutual, while Raymond James continues to bolster its independent and employee advisor units.
The deal positions Brighthouse for continued growth as it maintains leadership in variable annuities, as well as a potential competitive edge in 401(k) plans.
Bruton brings more than three decades of experience, including roles at Schwab, TD Ameritrade, and LPL, as the $10 billion RIA continues its national expansion.
Wealth Enhancement is also building on its recent 100-partner milestone, while RFG Advisory adds a $340 million Arizona RIA to its platform.
The RIA custody and brokerage giant's announcement highlights a growing push among major brokerages to bring private market investments to retail and RIA clients.
The AI-powered deal consultancy's new Buyer Portal promises to put transparency and compatibility ahead of costly bidding wars.
The Tax Foundation gives shoutouts to Tennessee, Iowa, and three other index improvers, while calling out five states that have fallen furthest in tax competitiveness.
