Mike Finnegan joins the Omaha RIA to guide portfolio strategy as assets near $1 billion following recent merger.
The leading ultra-high-net-worth RIA joins other large wealth firms, including Raymond James and LPL, in creating executive roles focused on artificial intelligence strategy
“It is already influencing consumer decisions—and shaping where growth will be distributed in the years ahead,” said Wayne Best, chief economist at Visa.
FFR Wealth Team's move to full integration follows years as an independent partner office.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
Joseph Glick joins from Sequoia Financial Group to lead operations, tech and finance
Hybrid RIA adds 18 advisors and $1.7B in assets as succession tools drive expansion.
Legislation seeks to loosen access to private markets to include professional advice from RIAs and broker-dealers, not just income or net worth.
"There's a commitment contractually for not only the brand, but the service model of Commonwealth. It's more than a verbal commitment,” Alex Bartholomew says of LPL's plans for Commonwealth as his $6 billion firm shifts to a hybrid RIA model.
RBT CPAs combination lifts assets at UHY's fledgling RIA unit while marking the 15th deal in a broader national buildout.
Ensemble Practice data show profit margins climbing for a decade while organic growth from new clients flatlines near historic lows.
Firm to acquire $554M team with the announcement coming just one day after $760M acquisition.
The Naples, Florida-based multi-family office adds Swiss banking and custody access as it deepens international wealth management services.
Merger with Waddell & Associates and One Charles retires two storied firm names.
Deal brings tech-focused planning expertise, expanded Pacific Northwest presence to national RIA platform.
XYPN's corporate RIA arm hires Andrea Istwan as director of advisor experience as it surpasses $1 billion assets without taking private equity investment.
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
