The strategic acquisition, expected to close early next year, will also see 25-year fintech veteran Reed Colley take on a top leadership role.
“I would hang my hat on this if I were Edward Jones,” said one industry executive.
The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.
Divorce during the holidays is tough enough. Financial advisors can help their clients make it easier.
The credential-granting body for financial professionals is proposing a raft of adjustments, including more CE hours and new rules to count work experience.
Two of its Connecticut-headquartered partner firms are planning to join forces in a transaction set to close in the first quarter of 2025.
The firm has more than 200 advisors under its Kingwood Wealth Advisors brand.
Former Arete Wealth business development exec joins ahead of milestone year.
Stocks, bonds tumbled as rate cut expectations weakened.
DeVoe & Company survey suggests RIAs will have their work cut out for them around talent management. What should RIAs be focused on?
Pulse survey of charterholders and candidates reveals four-fifths have felt AI's impact, while views on ESG investing remain mixed.
Wealth managers are not giving up on private equity heading into the new year, even as publicly traded stocks soar.
The central bank makes its last policy move for the year amid lingering uncertainty on inflation, jobs, and economic growth outlook.
David Braeger is at least the second former advisor from Wisconsin this year to face prison time.
The serial RIA acquirer's latest partner deepens its presence in North Carolina as well as its capabilities in the qualified retirement plan space.
Fewer are calling their strategies "ESG," but fund companies and institutional investors told US SIF they see the category growing over the next couple years.
After previously managing over $495 million collectively, the national RIA's latest additions in Long Island come after a decades-long tenure with their former firm.
The advisory giant supported by Neuberger Berman is tapping the AI-powered fintech's capabilities to boost digital marketing, partner referral, and prospecting efforts.
Report finds that mortgage servicers may pile on pressure during vulnerability.
Advisor moves from D.A. Davidson to expand Linsco in Santa Barbara.
