RIAs & Financial Advisors
Most Advisors Still Don’t Understand Direct Indexing
Many financial advisors regard direct indexing as an intriguing investment alternative, but a large...Read more
9 Insurance Groups File 2nd Lawsuit Opposing DOL’s Fiduciary Rule
Nine insurance trade associations filed a second lawsuit last Friday against the Department of Labo...Read more
LPL Recruits $705M Ex-Merrill Duo for Private Wealth Model
LPL Financial announced that its new private wealth affiliation model for high-net-worth advisors, ...Read more
RayJay Adds Two Board Members
Raymond James Financial, Inc. announced the elections of Cecily Mistarz, former EVP and U.S. CRO of...Read more
LPL Recruits $4.6B Advisor Network from Lincoln Financial
LPL Financial LLC announced that Pilot Financial, a network of 105 advisors nationwide and another ...Read more
Mercer Advisors Names New Principal of M&A
Mercer Global Advisors, a registered investment advisor headquartered in Denver, has promoted Marti...Read more
Family Offices Have Room for Improvement: Report
Although the proportion of family offices underestimating risk has decreased to 30% from 42% in 202...Read more
Edelman Financial Acquires $453M Soundmark
Edelman Financial Engines (EFE) acquired Kirkland, WA-based Soundmark Wealth Management, an investm...Read more
Bluespring Acquires $750M Arizona Husband-Wife Team
Bluespring Wealth Partners, an acquirer of independent RIAs and hybrid wealth management firms, has...Read more