RIAs & Financial Advisors
Fidelity Partners with Vestmark to Offer Open-Architecture Portfolio Options
Fidelity Investments has teamed with Vestmark to offer its open-architecture custom models through ...Read more
Savvy Wealth Adds $270M Perspective 6 Wealth Advisors
Savvy Wealth, a technology-based registered investment advisor and wealth management platform, has ...Read more
GTCR to Acquire FMG Suite from Aurora Capital
Private equity giant GTCR has announced an agreement to acquire FMG Suite, a leading digital market...Read more
Coastline Wealth Management Adds $430M AUM with Acquisition of Three Advisor Teams
Coastline Wealth Management, a rapidly growing affiliate of Kestra Financial, has acquired three in...Read more
Citigroup Introduces Fixed Advisory Fee Structure for New Investment Accounts
Citigroup has adopted a new fixed-fee model of up to 2% for its investment advisory programs, shift...Read more
Vanguard Expands Fixed Income Model Portfolio Suite
Vanguard has broadened its suite of fixed income model portfolios with the launch of two new strate...Read more
Advisor Partners Rebrands as Concentric Innovation
Walnut Creek, CA-based Advisor Partners, an investment management technology firm, has rebranded as...Read more
Lido Advisors Acquires $850M Utah Wealth Manager
Lido Advisors has acquired Olympus Wealth Management, a Salt Lake City-area based wealth management...Read more
AssetMark to Launch Private Markets Access Across Managed Portfolios and UMA Platform
AssetMark has announced a strategic initiative to integrate private market investments into its man...Read more