The newly formed $580 billion RIA giant expands its footprint in the Tri-State area, acquiring a boutique firm focused on personalized financial planning.
Survey data reveal how high-net-worth Americans are split on inheritance plans, and what an abundance of "self-made" millionaires says about financial planning.
New partnership enables seamless transfer of financial planning information, supporting more collaborative and transparent advisor-client interactions.
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.
