Wealth firms’ war for wallet share fuels consolidation, says Cerulli
Report reveals how top firms are taking more assets through M&A as they look to assimilate technology and service offerings.
Inside Chuck Failla’s RIA crusade
The Sovereign Financial Group CEO talks about his drive to help more advisors take the independent route.
Blackstone set to make debut on CAIS alts platform
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
Concurrent bolsters Arizona presence with new independent practice
With a complex merger deal culminating in a $500M book of assets, the hybrid RIA welcomes three ex-Raymond James advisors.
MassMutual and iCapital unveil expanded alts platform
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
To tuck, or not to tuck? That is the RIA question
The pros and cons of building your own firm or joining an existing one.
Should you be a finfluencer?
Social media is the new storefront. Advisors could miss reaching people looking for information, who instead get it from a bad finfluencer.
LPL welcomes elite ex-Merrill Lynch advisor
The second-generation advisor and former hedge fund analyst reported managing $85 million in assets at the wirehouse.
Fintech startup Archive Intel secures $1M seed funding
The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.
Most Americans have modest savings goals, but do they meet them?
New survey also reveals disconnect between intention and action for tax refunds.
