RIAs & Financial Advisors
Cost Transparency Key to FAs Obtaining New Clients
Clear communication about pricing structures is crucial for financial advisors seeking to attract p...Read more
Voya Launches Dual QDIA for Retirement Plans
Voya Financial has launched a new dual Qualified Default Investment Alternative (QDIA) for retireme...Read more
LPL Financial to Buy $100B Atria Wealth Solutions
LPL Financial Holdings has agreed to acquire Atria Wealth Solutions, a NY-based wealth management s...Read more
General Atlantic Takes Minority Stake in $50B Partners Capital
General Atlantic has acquired a minority share in Partners Capital Investment Group, a $50 billion ...Read more
CFP Holders Earn More Money, Happier: Survey
Certified financial planners earn more money and are happier in their jobs, according to the associ...Read more
Miracle Mile Acquires Two Firms with $600M Combined Assets
Miracle Mile Advisors, an independent registered investment advisor (RIA) that provides comprehensi...Read more
RayJay Unveils Paraplanning Services for FAs
Raymond James announced the launch of a new suite of on-demand paraplanning services, which the com...Read more
Joe Duran’s Rise Growth Gets $250M Backing from Charlesbank
Rise Growth Partners, a financial partner for registered investment advisors launched by founder an...Read more
New Kid on the Block
Rapid technological advancements are causing significant transformations in the wealth management i...Read more