RIAs & Financial Advisors
Lido Advisors Partners with Constellation Wealth Capital
Lido Advisors, a registered investment advisor with $19.1 billion in assets under management cateri...Read more
Edward Jones Pays “Profits Interests” to Over 2,200 Advisors
Edward Jones granted profits interests to 2,275 of its financial advisors to keep top producers and...Read more
Financial Advisors Launch RIA Co-Op Platform
Financial advisors and co-founders Katrina Soelter and Leighann Miko announced the launch of Avise ...Read more
Texting Is Top Threat for Compliance Teams
Texting remains the top source of risk for compliance teams, according to a report based on a surve...Read more
HNW Clients Want More “Complex” Services from Advisors
High-net-worth (HNW) investors value their advisor’s service offerings more than personal relatio...Read more
Wealthtech Platform OneAdvisory Raises $8M in Seed Funding
OneAdvisory, a data management startup for registered investment advisors, has raised $8 million in...Read more
MAI Capital Buys $1.4B Cincinnati Wealth Manager
MAI Capital Management, LLC (MAI), a registered investment advisor for high-net-worth individuals a...Read more
Mercer Advisors Kicks Off 2024 with Purchase of $465M Denver Wealth Manager
Mercer Advisors Inc., a registered investment advisor backed by private equity firms Oak Hill Capit...Read more
Waverly Advisors Makes Largest Deal Ever
Waverly Advisors, LLC, a Birmingham, AL-based registered investment advisor specializing in investm...Read more