Blue Chip Wealth Advisors, a Milton, Georgia-based hybrid advising on $300 million, has switched its broker-dealer affiliation to Arkadios Capital from Triad Advisors. Blue Chip operates its own registered investment advisory firm.
Separately, Rob Douglass, who advised on $200 million at JPMorgan Bank in Atlanta, also has affiliated with Arkadios.
Atlanta-based Arkadios Capital has more than $5 billion in affiliated assets.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
