Independent Advisor Alliance, the Charlotte-based hybrid RIA founded in 2013, rebranded in March 2026 to Visionary Square.
13 years after it was founded, the hybrid RIA has rebranded with a new name and logo.
“The great advisor is going to be ahead of what their clients are asking,” says David Buzo, chief marketing officer at Independent Advisor Alliance.
Keeton steps into CIO role at Prospera as IAA elevates leaders to advance advisor experience and platform strategy
The newest additions to Carson's leadership come with experience from Commonwealth, LPL, Wealth.com, and SageView Advisory Group.
EP Wealth Advisors onboards a former Kestra leader as new chief product and tech officer, while IAA welcomes and LPL alum to lead growth from the top.
Meanwhile, FINNY launches new multi-channel marketing campaign features, while RightCapital introduces a planning capability to help with client prospecting.
IAA reached a new asset record as Compound Planning announced strategic additions to its leadership team.
The fintech provider is helping the $18B hybrid RIA maintain its growth momentum through its digital planning platform.
Initial data point to still-solid labor market, boosting hopes that the Federal Reserve isn't behind the curve.
The storied stock index is hovering around all-time highs as the latest 10,000-point milestone puts bulls in charge.
The newest practice to affiliate with the firm is leaving Securities America after more than 30 years.
The biggest takeaway from the December CPI report could be that the Federal Reserve is done raising rates, rather than the timing or number of its cuts.
IAA founder sees significant development in its growth journey.
‘The last of investors not convinced the Fed is done are likely throwing in the towel,' a portfolio manager says.
There could be a longer wait for a stock market rally, fear strategists.
