A trio operating as InTouch Wealth Advisors and managing $186 million in Scottsdale, Arizona, has changed its affiliation to Cetera Advisors from MassMutual.
Jason Benedetti, Gus Dekavallas and Larry Ritter, who have been working together since 2015, affiliated with Cetera through Wilde Wealth Management, an office of supervisory jurisdiction for the broker-dealer.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
Wealth management is a key focus for a new service tier.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
