RIAs & Financial Advisors
Apex, Plaid Team Up to Modernize Brokerage Account Transfers
Apex Fintech Solutions Inc. has partnered with Plaid to launch an integrated account transfer solut...Read more
Ritholtz Wealth Management, Franklin Templeton Launch “Porterhouse” Equity SMA
Ritholtz Wealth Management has partnered with Franklin Templeton to launch Porterhouse, a new equit...Read more
MCF Advisors Acquires $250M Wealth Management Firm
Kentucky-based registered investment advisor MCF Advisors has acquired a Newport, KY-based weal...Read more
$850M Ex-Ameriprise Team Hops to Integrated Partners
Integrated Partners has added a 15-person financial advisory team, which manages $850 million&...Read more
Lido Advisors Acquires $1B Jackson Hole Capital Partners
Lido Advisors has acquired an Oklahoma-based wealth management firm, which over...Read more
NASAA Moves to Expand Marketing Flexibility for State-Registered Advisors
The North American Securities Administrators Association (NASAA) announced that its membership has ...Read more
Merit Acquires $420M Pradel Financial Group, Expands Pacific Northwest Presence
Merit Financial Advisors has acquired Pradel Financial Group, a Seattle-based advisory fi...Read more
Advisors Stay Bullish as Volatility Reshapes Portfolio Strategy
Despite a volatile start to the year, financial advisors are increasingly optimistic on equities an...Read more
RIAs Are Getting Paid for Growth, Not Just AUM
Record RIA deal volumes are changing how buyers structure transactions and what they’re really ...Read more