RIAs & Financial Advisors

AssetMark Expands Direct Indexing Option for Advisors on UMA Platform
AssetMark is expanding its direct indexing platform with new separately managed ...Read more
Fidelity Expands Institutional SMA Lineup with Custom and Model Offerings
Fidelity Investments has expanded its institutional separately managed account lineup with six new ...Read more
Cresset Expands Bi-Coastal Presence With Addition of $1.1B Wealth Advisor Team
Cresset has hired Chris Tiano and Nick Smith as managing directors and wealth advisors, placing Tia...Read more
Altruist Secures $1B Civic Financial in Major Custodial and Tech Stack Win
Digital custodian Altruist has landed a major enterprise win as Boston-based Civic Financial announ...Read more
Dynasty-backed Americana Partners Launches Sports, Entertainment Unit
Houston-based registered investment advisor Americana Partners has stepped into...Read more
Platform Consolidation Is Wealth Management’s Top Priority
Managed account sponsors and turnkey asset management providers (TAMPs) continue to prioritize plat...Read more
Longer Lives, New Markets Are Rewriting the Playbook for Rich Investors
Longer life expectancies, accelerating family business transitions and growing interest in private ...Read more
Clients Increasingly Expect Estate Planning from Financial Advisors
Estate planning has evolved from a value-added offering to a core expectation for financial advisor...Read more
Choreo Acquires $700M Illinois RIA
Registered investment advisor firm Choreo has acquired the assets of Wilme...Read more