RIAs & Financial Advisors
LPL Bets on Las Vegas Duo with $320M in Assets
LPL Financial has recruited a pair of Las Vegas advisors who served about $320 million in assets at...Read more
Maven Bridge Capital Merges with Kestra-Affiliated Firm
Kestra Private Wealth Services (Kestra PWS), a hybrid registered investment advisor and subsidiary ...Read more
Dimensional Fund Advisors Promotes Savina Rizova to Co-CIO
Dimensional Fund Advisors, an investment advisory firm with $677 billion in assets under management...Read more
ExchangeRight Ended 2023 as 3rd Largest DST Sponsor
ExchangeRight, a provider of real estate DST and REIT investments, announced that it ended 2023 as ...Read more
M&A Activity Poised for a Rebound
Faced with an uncertain economic outlook, inflation, rising interest rates, and persistent geopolit...Read more
FA Industry Faces Shortage: Report
The number of financial advisors is gradually declining as trainees leave and veterans retire, unde...Read more
Envestnet Launches RIA Consultancy Group
Envestnet, a wealth management solutions provider, launched the RIA Growth Lab, an in-house consult...Read more
MAI Buys $144M Cincinnati Investment Managment Firm
MAI Capital Management LLC, a registered investment adviser (RIA) focused on investment and financi...Read more
Performance-Based Billing from Advisors Gaining Traction
Advzon, a wealth management technology and investment management service provider for independent f...Read more