RIAs & Financial Advisors
Transamerica, Osaic’s Advo(k)ate Advisors Launch Pooled Employer Plan
Transamerica and Osaic's Advo(k)ate Advisors have launched the Advo(k)ate Nexus Pooled Employer Pla...Read more
Aging Client Base Pushes RIAs to Prioritize Organic Growth
Registered investment advisors face a structural drag on organic growth that most are underequipped...Read more
NewEdge Capital to Extend Investment Strategies Through Envestnet
NewEdge Capital Group is broadening its reach for financial advisors to ga...Read more
Advisors Gain Time, Clients and Growth Through Outsourcing, AssetMark Study Finds
Investment management outsourcing is becoming an increasingly important driver of advisory firm gro...Read more
Corient Adds $4.9B Seven Bridges Advisors
Corient has acquired a New York-based registered investment advisory firm, which ove...Read more
CAIS Raises $170M at Over $2B Valuation to Expand Alts Investment Platform
CAIS has closed a $170 million Series D financing led by Vista Equity Partners, valuing the alterna...Read more
Wealth Transfer Planning Has a Confidence Problem, BNY Finds
As trillions of dollars are expected to change hands over the coming decades, many ultra-high-net-w...Read more
Envestnet Launches First Research-Approved List of Interval Funds
Envestnet has released its first list of interval funds approved by its manager research team, exte...Read more
Advisors Ramp Up Alts Allocations as Adoption Widens, Survey Finds
Alternative investments have moved firmly into the mainstream of advisor portfolios, according to a...Read more