Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
A combination of obsessive entrepreneurial spirit and a roller-coaster learning curve led William Huston to a unique niche within financial services.
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
New office is led by a 30-year veteran of the wealth management industry.
Jon W. Zindel has more than 30 years of industry experience.
A unique ownership model and growing service offerings continue to be a draw for Los Angeles-based RIA.
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Advisor moves to national RIA firm in Santa Monica from LourdMurray.
Nesso Wealth, a Connecticut-based independent practice, is latest to join the growth-oriented RIA.
Managing partner at Merchant Investment Management says RIAs’ growth and yield are the main attractions.
"Will there be more RIAs for sale than there are buyers at the trough?" Jamie Price asks.
Independent advisor platform adds $725 million in assets with two new affiliate firms.
The wealth juggernaut gains key footholds with locations in two new markets
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
Richard Saperstein, founder of Treasury Partners, on how he capitalized on the industry’s revolution.
'Investors are forced into an arbitration process that’s unfair – a process that too often leaves retirees ripped off by unscrupulous RIAs and then priced out of justice by forced arbitration clauses inserted by folks who are fake fiduciaries,' PIABA president says.
'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.
Industry pioneer says there's already a ‘massive desire’ – and a $220 billion pipeline – for firm's plan to help fuel the next generation of RIAs.
