"We are making sure to pivot away from companies disproportionately exposed to the lower-end consumer," says F.L.Putnam's Ellen Hazen, as her RIA's investment strategy prepares to react to proposed cuts to medicaid and SNAP.
And they'll definitely need your help with the more complex accounts.
The private capital provider looks to make good on its promise as a lifecycle partner to advisors as it hires the former M&A head at Hightower Advisors.
Also in the West Coast, San Francisco-headquartered Parallel Advisors has bolstered its leadership with two executive hires.
Eddie Brown from Pathstone discusses his "energizing" first six months as CGO, the biggest hurdles confronting family offices today, and the "inside out game" of growth.
Torrance, California-based EP Wealth welcomes a $900 million team in Idaho as Merit adds its first office in Utah.
The $1 trillion RIA is getting serious on inorganic growth as it welcomes the M&A veteran for a dedicated leadership role.
With an impressive industry history, he will succeed Richard Rock.
The big three custodian is unveiling new reporting features, UMA functionalities, and a new advisor growth network, along with other updates at its flagship conference.
The privately held bank has onboarded an experienced veteran as it looks to boost support for UHNW clients and the wealth firms in its extended network.
The RIA behemoth overseeing more than half a trillion dollars in client assets is adding to that book with a $1.4 billion firm focused on pro athletes in New York.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work announces an expanded partnership.
Larry Sprung from Mitlin Financial explains his connection with the literary niche, why romance novelists don't fit into one single investing mold, and how writing his own book has helped fuel growth at his practice.
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 Minneapolis-based minority investor for RIAs and breakaways is also welcoming a former UnitedHealth CFO to support its inorganic growth strategy.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
The Chicago-headquartered RIA giant with more than $300 billion in AUM officially welcomes its new CEO as Bob Oros steps back as part of a planned succession.
Governor sees tariff-related inflation requiring action.
