RIAs & Financial Advisors
Osaic Adds $164M FA From Santander Securities
Osaic Wealth has lured a financial advisor from Santander Securities, where he oversaw about $164 m...Read more
Banks Turn to Tech to Stem Advisor Attrition
As banks push to more tightly integrate their wealth management businesses, technology investm...Read more
OneDigital Brings Private Investments into 401(k) Personalized Portfolios
OneDigital, a national insurance brokerage and financial services firm, has introduced private inve...Read more
BlackRock, Partners Group Roll Out Multi-Alts SMA for Private Markets Access
BlackRock and Partners Group have launched a new multi-alternatives separately managed account...Read more
Carson Group Fully Acquires $500M Schlipman Wealth Advisors
Carson Group has fully acquired Illinois-based Schlipman Wealth Advis...Read more
$400M Ex-UBS Father-and-Son Duo Flees to RBC
A pair of financial advisors have ditched UBS, where they oversaw about $400 million...Read more
Alto, Passthrough Partner to Open IRA Capital Pipeline for Private Funds
Alto and Passthrough have formed a strategic partnership aimed at expanding access to IRA capital f...Read more
Advisors Embrace AI as a Co‑Pilot but Refuse to Hand Over Wheel
Financial advisors are increasingly optimistic about artificial intelligence—but they are equally...Read more
Aprio Expands National SALT Capabilities with TaxOps Team Addition
Aprio has expanded its national state and local tax capabilities with the addition of the Stat...Read more