Founders say the Avise Financial platform puts ownership back in the hands of advisors.
The deal enhances the RIA's presence in Ohio and Northern Virginia.
Costs surged in 2023 and are set to do the same in 2024, says new report.
New offering is for advisors seeking the next step of their career.
The collaboration will enable greater tax optimization for Clearstead clients.
Most fund executives say risk appetite will be higher in the next 12 months.
Higher income individuals recorded larger increases in card balances in 2023.
Latest deal will help expand the firm's reach and capabilities in the region.
Index reveals confidence drop was led by hedged equity and global macro managers.
Fee-only RIA completed its 11th deal of 2023 at the end of December.
