Arkadios Capital, an Atlanta-based broker-dealer, has acquired Investment Architects Inc., a Petaluma, California-based independent broker-dealer, and its affiliated registered investment adviser, Resource Investment Architects. The two entities manage $1.25 billion in assets.
Investment Architects was founded by David Haddock in 1984 and has offices in California, Nevada and Washington.
Resource Investment Architects has 12 advisers.
As a tsunami of retirees comes crashing in, three-fifths of those surveyed believe – wrongly – that the federal safety net will cover their LTC needs.
Counting advisor moves in and out of firms requires some art as well as science.
Orion's latest update, a partnership with 11th.com, focuses on an underserved area of compliance for advisors and wealth firms.
The latest arrivals, including a 10-advisor ensemble from Ameriprise, bolster the firm's independent contractor and employee advisor channels.
The firm has also appointed Mike Downing and Sean Brennan as co-presidents to its US operations as it looks to proceed with an ambitious five-year growth plan.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
