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.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
High paychecks, higher expectations—and a looming tax bill no one saw coming. Young tech workers are falling into wealth traps of their own making.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
Stock success stories are facing resistance as diversification triggers massive tax fallout.
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
Kelly Klingaman sees a glaring mismatch: more women are earning big, but few planners are speaking their language.
The money comes fast for some but then what? Advisors are scrambling to protect young clients from the long-term traps of private markets.
