The firm provides investment management services to institutions.
Thomas Kopelman believes in the power of social media to allow advisors to connect with clients genuinely seeking financial guidance.
Insiders say Goldman’s new strategy is less a retreat from the RIA marketplace than a realignment.
Peter Mallouk, owner of Creative Planning, owns a piece of a baseball team and has built a firm potentially worth billions.
Buyers of RIAs face plenty of legacy questions, the veteran executive says.
M Capital Advisors, founded in 1993, provides portfolio management for individuals and institutions.
Innovayte is targeting RIAs with $100 million to $800 million in assets and will be led by Catherine “Cat” Davies, a clearing and custody industry veteran.
A focus on Vanguard led to a long-running independent newsletter and then a successful RIA.
Russell Crow and William Diehl head the Dallas-based group.
Charlotte-based Kingfisher Capital was founded in 1989.
Kallsen most recently served as COO of Wealth Enhancement Group.
The marketplace for registered investment advisors saw 'a rebound to levels of deal activity not seen since early 2022,' according to Echelon Partners.
RIA hails 'significant operation improvements' from fintech platform.
The trio, from JPMorgan and Capitol Group, have launched Clover Capital Partners in Atlanta.
The company formerly known as SPS Family also owns Parkland Securities and RIA Sigma Planning.
The cutbacks affecting roughly 5% of its employees are aimed at ensuring the long-term success of its business, Hightower says.
Kistler-Tiffany Advisors has been working with clients for nearly 50 years.
Align Wealth Management, founded in 1994, also has an office in St. Petersburg, Florida.
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.
