Remaining competitive requires reduced vulnerability to external conditions
The cost of living still driving adults back home to mom and dad
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
"There's a big pull to alternative investments right now because of volatility of the stock market," Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
Firm grows assets to $12.27 billion with latest deal.
Launches include Bitcoin and newly approved futures-based XRP funds
Firm will be merged into the CS McKee brand and adds approximately $2.3B AUM
Debbie Taylor chose an outright sale to the Bain Capital-backed mega RIA Carson Group rather than saddling her daughter with a multi-million-dollar loan to take over Taylor Financial.
Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.
President says tariffs could see income tax ‘completely eliminated’ for some
Alphabet exceeded expectations, but this week will reveal four more
Can an annuity help your clients get there?
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
The independent RIA's new hire, with a decade of M&A experience from his former firm and Raymond James, comes as SEIA logs record growth in 2024.
