InvestmentNews recognizes the fee-only RIAs that have seen a speedy rise in AUM and clients due to forward-thinking strategies and trusted advice.
The 74 firms that make up the Fastest-Growing Fee-Only RIAs of 2024 oversee a combined $212 billion in assets under management (AUM).
See the complete list of industry leaders in America that overcame a series of challenges such as cybersecurity/data privacy, evolving marketing and advertising rules, and ESG.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
