The independent high-net-worth RIA's inaugural East Coast location will be headed by a new partner previously from Merrill Lynch.
"The company has reached new highs by every measure under his leadership,” one recruiter said.
InvestmentNews begins its search for the best financial planners in the industry
Meanwhile, Orion's former COO and wealth division president has emerged to become CEO of wealth technology consultancy firm F2 strategy.
The firm said in May that current leader Paul Reilly would be stepping down.
Firm says automated tool aims to solve a gap in the marketplace.
Beverly Hills firm serves clients including those in entertainment industry.
More than 40 percent of advisors surveyed by InvestmentNews say they are likely to bump up their use of active ETFs over the coming year.
The number of CFA test takers has dropped, yet wealth managers still seek out the designation when hiring.
Advisors highlight strategies to help their clients with debt management.
“This is progress for GPB investors and their financial advisors," said one senior brokerage executive.
The PE-backed RIA colossus with $245 billion in assets under management has just expanded its footprint in Florida and California.
The new partnership promises a unified experience that integrates in-plan and retail solutions with financial planning and other capabilities for Voya's advisor business.
The $1.6 trillion financial services giant unveiled several key appointments, including its first global head of insurance and retirement.
The $500 million firm gives the fast-growing national RIA additional footholds in the Northern California and the Pacific Northwest wealth markets.
Retirement focused firm provides consultancy for institutions.
While the national picture is subdued, there are pockets of price gains.
A minority say they regret jumping ship, and in either case, their satisfaction has a lot to do with tech and compensation, results of a recent survey show.
The leading independent, advisor-owned firm is sharpening its growth focus by elevating one of its senior partners into an expanded leadership role.
Veteran financial advisor and bestselling author David Scranton offers income-generation strategies for those near or in retirement.
