The independent high-net-worth RIA's inaugural East Coast location will be headed by a new partner previously from Merrill Lynch.
The newest members of the multi-custodial RIA's network in Georgia and Texas have collectively brought $885 million in AUM to the firm.
The strategic partnership will help employees of non-public companies navigate secondary liquidity events with comprehensive investment and tax planning services.
The number of CFA test takers has dropped, yet wealth managers still seek out the designation when hiring.
The PE-backed RIA colossus with $245 billion in assets under management has just expanded its footprint in Florida and California.
A minority say they regret jumping ship, and in either case, their satisfaction has a lot to do with tech and compensation, results of a recent survey show.
The leading independent, advisor-owned firm is sharpening its growth focus by elevating one of its senior partners into an expanded leadership role.
Helmed by ex-Edward Jones advisors, the newly launched RIA firm has multiple footholds across Ohio including Oregon, Waterville, and Upper Sandusky.
The PE-backed RIA giant's latest partnership gives it additional locations in Washington, DC, Maryland, and South Carolina.
The firm headed by a 27-year veteran most recently with LPL is launching with 10 partner practices as it takes on advisors' succession challenges.
The growth-focused RIA's latest partnership in Maryland practice boosts it to $7.4 billion in assets under management while continuing its 2024 acquisition strategy.
The top-ranked RIA is setting its sights on new markets with plans for key acquisitions in Los Angeles, Phoenix, and Salt Lake City.
Omani Carson's new company, Omya, promises to help people live with a mindset of love and abundance.
The $7 billion RIA welcomes a seasoned professional to help scale the business and draw talent across its private-client and institutional businesses.
John Beatty, Charles Schwab's new head of advisor services, said he believes no other custodian has more skin in the game when it comes to independent advisors and believes the RIA industry will hit $20 trillion in assets by 2034.
How advisors communicate with people in different age groups matters, as what they value in a professional's experience isn't necessarily the same, generational speaker Cam Martson said.
"Cash options are in use because people don't know that there's a better option," one fintech CEO said.
“If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at risk,” Vanilla's CEO said.
“This is not an enormous surprise. The equity of the firm was materially undervalued by the public market,” one banker said.
The financial giant once known for its aggressive US acquisition strategy is now being snapped up by a Middle Eastern sovereign wealth manager.
